Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.23%
3 year
16.02%
5 year
4.27%
10 year
7.97%
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.)
14.28%
Sharpe
1.11
Sortino
1.92
Max drawdown
-35.06%
Best month
15.26%
Worst month
-16.61%
Beta vs VTIAX
0.94
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.