Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.40%
3 year
24.19%
5 year
7.54%
10 year
7.10%
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.)
12.63%
Sharpe
1.55
Sortino
2.94
Max drawdown
-38.24%
Best month
13.34%
Worst month
-14.57%
Beta vs VTIAX
0.79
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.