Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.30%
3 year
6.13%
5 year
4.03%
10 year
5.14%
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
63 months through March 31, 2026Volatility (ann.)
12.67%
Sharpe
0.42
Sortino
0.57
Max drawdown
-21.17%
Best month
10.34%
Worst month
-8.10%
Beta vs VTIAX
0.87
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.