Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
55.13%
3 year
23.12%
5 year
10.90%
10 year
9.36%
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.)
15.48%
Sharpe
1.34
Sortino
2.49
Max drawdown
-37.30%
Best month
16.04%
Worst month
-22.43%
Beta vs VTIAX
1.22
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.