Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.81%
3 year
15.72%
5 year
5.94%
10 year
7.36%
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.)
14.45%
Sharpe
1.05
Sortino
1.76
Max drawdown
-32.37%
Best month
17.56%
Worst month
-17.28%
Beta vs VTIAX
0.89
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.