Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
67.08%
3 year
27.41%
5 year
25.77%
10 year
22.82%
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
75 months through March 31, 2026Volatility (ann.)
17.25%
Sharpe
1.76
Sortino
3.71
Max drawdown
-34.37%
Best month
25.06%
Worst month
-26.70%
Beta vs VTIAX
1.02
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.