Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.39%
3 year
18.72%
5 year
12.21%
10 year
7.97%
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.)
12.92%
Sharpe
1.39
Sortino
2.38
Max drawdown
-29.06%
Best month
15.02%
Worst month
-18.16%
Beta vs VTIAX
0.95
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.