Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.76%
3 year
19.07%
5 year
6.93%
10 year
10.05%
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.)
15.56%
Sharpe
0.65
Sortino
1.14
Max drawdown
-31.29%
Best month
14.50%
Worst month
-15.93%
Beta vs VTIAX
0.93
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.