Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.90%
3 year
18.01%
5 year
8.58%
10 year
7.83%
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.)
14.90%
Sharpe
1.14
Sortino
1.93
Max drawdown
-24.44%
Best month
11.15%
Worst month
-12.28%
Beta vs VTIAX
0.73
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.