Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.03%
3 year
18.53%
5 year
10.38%
10 year
7.78%
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.)
13.48%
Sharpe
1.22
Sortino
2.09
Max drawdown
-25.42%
Best month
14.65%
Worst month
-14.75%
Beta vs VTIAX
0.94
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.