Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.95%
3 year
19.64%
5 year
2.89%
10 year
9.92%
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.)
16.17%
Sharpe
1.13
Sortino
2.00
Max drawdown
-44.83%
Best month
19.40%
Worst month
-19.04%
Beta vs VTIAX
1.06
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.