Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.20%
3 year
33.96%
5 year
25.05%
10 year
13.97%
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.)
14.48%
Sharpe
2.29
Sortino
4.97
Max drawdown
-21.41%
Best month
12.29%
Worst month
-10.51%
Beta vs VTIAX
0.13
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.