Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.57%
3 year
21.46%
5 year
10.29%
10 year
6.10%
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.)
16.38%
Sharpe
1.11
Sortino
1.98
Max drawdown
-40.79%
Best month
16.51%
Worst month
-29.46%
Beta vs VTIAX
1.24
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.