Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.10%
3 year
8.55%
5 year
5.78%
10 year
3.78%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
17.68%
Sharpe
0.85
Sortino
1.48
Max drawdown
-40.50%
Best month
23.72%
Worst month
-27.59%
Beta vs VTIAX
1.08
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.