Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.93%
3 year
13.28%
5 year
9.25%
10 year
11.57%
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.)
13.43%
Sharpe
1.18
Sortino
2.28
Max drawdown
-21.04%
Best month
14.07%
Worst month
-14.12%
Beta vs VTIAX
0.87
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.