Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.02%
3 year
18.06%
5 year
10.44%
10 year
8.47%
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.)
13.86%
Sharpe
1.00
Sortino
1.70
Max drawdown
-28.96%
Best month
17.29%
Worst month
-14.29%
Beta vs VTIAX
1.07
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.