Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.96%
3 year
10.07%
5 year
6.92%
10 year
10.87%
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.)
17.89%
Sharpe
0.63
Sortino
1.05
Max drawdown
-26.52%
Best month
16.05%
Worst month
-15.08%
Beta vs VTIAX
1.33
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.