Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.50%
3 year
21.47%
5 year
14.82%
10 year
12.86%
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.)
11.76%
Sharpe
1.65
Sortino
3.17
Max drawdown
-23.60%
Best month
16.34%
Worst month
-14.44%
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.