Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.90%
3 year
14.65%
5 year
4.63%
10 year
10.68%
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
80 months through March 31, 2026Volatility (ann.)
16.34%
Sharpe
0.64
Sortino
1.05
Max drawdown
-37.51%
Best month
12.37%
Worst month
-12.39%
Beta vs VTIAX
1.11
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.