Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.28%
3 year
17.81%
5 year
7.23%
10 year
6.57%
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.)
22.19%
Sharpe
0.97
Sortino
1.77
Max drawdown
-34.03%
Best month
17.54%
Worst month
-19.39%
Beta vs VTIAX
1.47
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.