Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.79%
3 year
13.54%
5 year
5.53%
10 year
6.38%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.71%
Sharpe
0.68
Sortino
1.07
Max drawdown
-30.71%
Best month
14.75%
Worst month
-12.66%
Beta vs VTIAX
0.96
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.