Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.13%
3 year
16.68%
5 year
7.12%
10 year
7.79%
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.)
12.12%
Sharpe
1.11
Sortino
1.89
Max drawdown
-29.37%
Best month
13.53%
Worst month
-15.03%
Beta vs VTIAX
0.92
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.