Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.38%
3 year
17.14%
5 year
5.18%
10 year
8.55%
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.)
13.04%
Sharpe
1.05
Sortino
1.70
Max drawdown
-36.32%
Best month
13.25%
Worst month
-11.80%
Beta vs VTIAX
0.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.