Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.80%
3 year
17.32%
5 year
4.64%
10 year
8.19%
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.)
15.15%
Sharpe
1.09
Sortino
1.96
Max drawdown
-35.23%
Best month
12.66%
Worst month
-16.40%
Beta vs VTIAX
0.91
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.