Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.37%
3 year
15.77%
5 year
11.97%
10 year
8.65%
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.)
12.23%
Sharpe
1.05
Sortino
1.77
Max drawdown
-30.06%
Best month
15.71%
Worst month
-19.95%
Beta vs VTIAX
0.85
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.