Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.74%
3 year
11.44%
5 year
1.46%
10 year
6.60%
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.)
14.33%
Sharpe
0.57
Sortino
0.91
Max drawdown
-39.40%
Best month
11.22%
Worst month
-14.03%
Beta vs VTIAX
1.05
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.