Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.38%
3 year
12.04%
5 year
4.48%
10 year
9.03%
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.)
17.03%
Sharpe
0.57
Sortino
0.90
Max drawdown
-36.62%
Best month
15.93%
Worst month
-14.88%
Beta vs VTIAX
0.93
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.