Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
68.52%
3 year
19.56%
5 year
7.67%
10 year
6.62%
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.)
19.38%
Sharpe
0.98
Sortino
1.60
Max drawdown
-38.84%
Best month
15.36%
Worst month
-26.18%
Beta vs VTIAX
1.10
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.