Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.77%
3 year
16.55%
5 year
9.44%
10 year
6.91%
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.)
12.13%
Sharpe
1.32
Sortino
2.40
Max drawdown
-23.84%
Best month
15.00%
Worst month
-14.15%
Beta vs VTIAX
0.90
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.