Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.97%
3 year
17.87%
5 year
8.92%
10 year
7.37%
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.)
13.61%
Sharpe
1.18
Sortino
1.99
Max drawdown
-28.47%
Best month
13.90%
Worst month
-17.92%
Beta vs VTIAX
1.00
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.