Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.87%
3 year
18.92%
5 year
10.55%
10 year
—
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.)
14.22%
Sharpe
0.97
Sortino
1.58
Max drawdown
-29.34%
Best month
17.08%
Worst month
-14.58%
Beta vs VTIAX
1.07
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.