Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.40%
3 year
22.50%
5 year
15.49%
10 year
9.90%
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.)
13.79%
Sharpe
1.44
Sortino
2.67
Max drawdown
-36.77%
Best month
25.65%
Worst month
-26.09%
Beta vs VTIAX
0.99
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.