Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.70%
3 year
21.90%
5 year
5.25%
10 year
9.94%
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.)
15.27%
Sharpe
1.21
Sortino
2.07
Max drawdown
-40.67%
Best month
13.13%
Worst month
-20.04%
Beta vs VTIAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.