Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.72%
3 year
16.66%
5 year
4.47%
10 year
7.92%
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.)
13.71%
Sharpe
1.15
Sortino
1.97
Max drawdown
-35.26%
Best month
15.49%
Worst month
-16.02%
Beta vs VTIAX
0.93
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.