Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
47.17%
3 year
24.87%
5 year
14.46%
10 year
11.30%
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.)
14.58%
Sharpe
1.34
Sortino
2.38
Max drawdown
-28.39%
Best month
16.78%
Worst month
-14.87%
Beta vs VTIAX
1.04
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.