Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.48%
3 year
13.05%
5 year
0.84%
10 year
3.73%
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.)
14.98%
Sharpe
0.81
Sortino
1.27
Max drawdown
-38.50%
Best month
13.89%
Worst month
-12.73%
Beta vs VTIAX
0.85
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.