Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.47%
3 year
17.10%
5 year
8.78%
10 year
7.59%
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.)
11.85%
Sharpe
1.36
Sortino
2.28
Max drawdown
-20.56%
Best month
9.73%
Worst month
-10.50%
Beta vs VTIAX
0.78
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.