Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.78%
3 year
20.10%
5 year
14.15%
10 year
10.60%
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.)
12.98%
Sharpe
1.24
Sortino
2.50
Max drawdown
-36.13%
Best month
24.57%
Worst month
-26.10%
Beta vs VTIAX
0.93
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.