Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.57%
3 year
12.39%
5 year
9.24%
10 year
7.78%
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.)
10.48%
Sharpe
1.12
Sortino
1.98
Max drawdown
-22.14%
Best month
14.45%
Worst month
-12.84%
Beta vs VTIAX
0.72
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.