Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.48%
3 year
16.72%
5 year
7.97%
10 year
7.26%
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.)
14.33%
Sharpe
1.00
Sortino
1.62
Max drawdown
-31.83%
Best month
10.88%
Worst month
-20.37%
Beta vs VTIAX
1.04
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.