Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.40%
3 year
7.64%
5 year
2.98%
10 year
3.82%
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.)
15.39%
Sharpe
0.51
Sortino
0.80
Max drawdown
-30.65%
Best month
11.70%
Worst month
-21.28%
Beta vs VTIAX
1.10
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.