Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.86%
3 year
14.88%
5 year
0.80%
10 year
8.25%
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.)
15.11%
Sharpe
0.95
Sortino
1.68
Max drawdown
-40.13%
Best month
14.53%
Worst month
-16.77%
Beta vs VTIAX
0.82
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.