Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
54.67%
3 year
15.74%
5 year
8.14%
10 year
10.05%
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.)
18.90%
Sharpe
1.03
Sortino
2.03
Max drawdown
-46.21%
Best month
16.61%
Worst month
-37.94%
Beta vs VTIAX
1.41
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.