Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
49.71%
3 year
19.72%
5 year
10.13%
10 year
8.72%
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.)
16.09%
Sharpe
1.32
Sortino
2.52
Max drawdown
-32.50%
Best month
13.31%
Worst month
-18.24%
Beta vs VTIAX
1.07
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.