Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.41%
3 year
15.50%
5 year
6.59%
10 year
6.02%
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.)
15.82%
Sharpe
0.87
Sortino
1.45
Max drawdown
-34.17%
Best month
19.79%
Worst month
-15.86%
Beta vs VTIAX
1.27
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.