Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.75%
3 year
18.89%
5 year
11.71%
10 year
9.15%
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.)
13.85%
Sharpe
1.22
Sortino
2.07
Max drawdown
-30.50%
Best month
21.20%
Worst month
-20.37%
Beta vs VTIAX
1.06
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.