Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.48%
3 year
21.25%
5 year
11.24%
10 year
9.34%
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.)
13.57%
Sharpe
1.45
Sortino
2.60
Max drawdown
-27.85%
Best month
12.55%
Worst month
-15.03%
Beta vs VTIAX
1.02
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.