Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.05%
3 year
11.91%
5 year
6.33%
10 year
—
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.)
10.77%
Sharpe
0.86
Sortino
1.37
Max drawdown
-27.83%
Best month
9.63%
Worst month
-18.94%
Beta vs VTIAX
0.67
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.