Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.03%
3 year
23.51%
5 year
10.44%
10 year
11.03%
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.)
13.31%
Sharpe
1.24
Sortino
2.33
Max drawdown
-36.13%
Best month
15.88%
Worst month
-16.58%
Beta vs VTIAX
0.80
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.