Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.50%
3 year
16.78%
5 year
7.59%
10 year
8.57%
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.)
12.86%
Sharpe
1.02
Sortino
1.68
Max drawdown
-31.07%
Best month
13.90%
Worst month
-14.84%
Beta vs VTIAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.