Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.40%
3 year
12.43%
5 year
3.92%
10 year
7.10%
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.)
13.19%
Sharpe
0.61
Sortino
0.92
Max drawdown
-30.16%
Best month
13.19%
Worst month
-14.43%
Beta vs VTIAX
1.01
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.