Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.54%
3 year
17.76%
5 year
8.83%
10 year
8.04%
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.)
12.46%
Sharpe
1.23
Sortino
2.12
Max drawdown
-29.58%
Best month
12.83%
Worst month
-14.39%
Beta vs VTIAX
0.98
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.