Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.88%
3 year
11.20%
5 year
1.51%
10 year
7.42%
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.)
15.19%
Sharpe
0.54
Sortino
0.84
Max drawdown
-39.34%
Best month
10.72%
Worst month
-13.43%
Beta vs VTIAX
1.09
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.