Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.21%
3 year
21.81%
5 year
10.80%
10 year
9.51%
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.)
14.87%
Sharpe
1.44
Sortino
2.77
Max drawdown
-26.20%
Best month
12.12%
Worst month
-19.04%
Beta vs VTIAX
0.83
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.