Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.01%
3 year
11.62%
5 year
15.56%
10 year
6.71%
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.)
17.64%
Sharpe
1.05
Sortino
1.90
Max drawdown
-17.36%
Best month
13.33%
Worst month
-17.36%
Beta vs VTIAX
1.08
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.