Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
46.99%
3 year
22.89%
5 year
4.69%
10 year
10.99%
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.)
18.37%
Sharpe
1.24
Sortino
2.31
Max drawdown
-50.27%
Best month
27.45%
Worst month
-15.64%
Beta vs VTIAX
1.03
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.