Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.05%
3 year
16.27%
5 year
7.51%
10 year
8.87%
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.)
14.21%
Sharpe
1.21
Sortino
2.24
Max drawdown
-24.87%
Best month
14.68%
Worst month
-19.06%
Beta vs VTIAX
0.88
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.