Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.69%
3 year
14.43%
5 year
4.41%
10 year
7.19%
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.)
15.51%
Sharpe
0.92
Sortino
1.56
Max drawdown
-28.26%
Best month
14.45%
Worst month
-18.86%
Beta vs VTIAX
0.72
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.