Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.32%
3 year
8.53%
5 year
7.17%
10 year
6.83%
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.)
13.98%
Sharpe
0.83
Sortino
1.46
Max drawdown
-19.02%
Best month
9.93%
Worst month
-12.82%
Beta vs VTIAX
0.80
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.