Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.74%
3 year
11.61%
5 year
5.58%
10 year
9.70%
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.)
15.01%
Sharpe
0.54
Sortino
0.90
Max drawdown
-41.12%
Best month
12.61%
Worst month
-14.04%
Beta vs VTIAX
0.93
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.