Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.41%
3 year
17.54%
5 year
8.62%
10 year
8.15%
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.)
12.96%
Sharpe
1.14
Sortino
1.95
Max drawdown
-29.06%
Best month
14.84%
Worst month
-14.66%
Beta vs VTIAX
1.03
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.