Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.96%
3 year
15.04%
5 year
6.88%
10 year
6.75%
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.)
16.01%
Sharpe
0.72
Sortino
1.17
Max drawdown
-37.80%
Best month
17.04%
Worst month
-26.30%
Beta vs VTIAX
1.18
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.