Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.27%
3 year
20.36%
5 year
10.83%
10 year
8.97%
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
28 months through March 31, 2026Volatility (ann.)
12.43%
Sharpe
1.68
Sortino
2.77
Max drawdown
-9.77%
Best month
5.70%
Worst month
-9.77%
Beta vs VTIAX
1.02
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.