Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.75%
3 year
17.09%
5 year
8.01%
10 year
8.19%
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.)
12.30%
Sharpe
1.10
Sortino
1.84
Max drawdown
-28.39%
Best month
15.27%
Worst month
-16.87%
Beta vs VTIAX
0.93
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.