Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.69%
3 year
11.08%
5 year
6.47%
10 year
6.45%
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.)
13.09%
Sharpe
0.66
Sortino
0.97
Max drawdown
-24.74%
Best month
15.74%
Worst month
-14.87%
Beta vs VTIAX
0.92
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.