Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.51%
3 year
14.53%
5 year
4.24%
10 year
7.32%
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.)
21.02%
Sharpe
0.83
Sortino
1.47
Max drawdown
-38.65%
Best month
28.68%
Worst month
-14.63%
Beta vs VTIAX
0.96
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.