Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.32%
3 year
24.30%
5 year
14.82%
10 year
9.56%
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
80 months through March 31, 2026Volatility (ann.)
13.12%
Sharpe
1.70
Sortino
3.11
Max drawdown
-25.28%
Best month
13.63%
Worst month
-15.40%
Beta vs VTIAX
0.97
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.