Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
63.51%
3 year
23.23%
5 year
6.61%
10 year
7.94%
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.)
18.75%
Sharpe
0.99
Sortino
1.60
Max drawdown
-48.54%
Best month
16.51%
Worst month
-19.15%
Beta vs VTIAX
1.32
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.