Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.55%
3 year
19.80%
5 year
12.14%
10 year
11.73%
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.)
15.54%
Sharpe
1.19
Sortino
2.19
Max drawdown
-26.73%
Best month
15.77%
Worst month
-18.09%
Beta vs VTIAX
1.10
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.