Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.52%
3 year
13.40%
5 year
1.73%
10 year
8.06%
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.)
14.42%
Sharpe
0.84
Sortino
1.31
Max drawdown
-40.19%
Best month
14.41%
Worst month
-17.45%
Beta vs VTIAX
0.99
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.