Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.91%
3 year
15.78%
5 year
3.35%
10 year
9.05%
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.)
14.01%
Sharpe
1.11
Sortino
2.04
Max drawdown
-30.89%
Best month
9.67%
Worst month
-14.37%
Beta vs VTIAX
0.91
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.