Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.27%
3 year
16.11%
5 year
7.99%
10 year
7.38%
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.)
13.14%
Sharpe
1.02
Sortino
1.68
Max drawdown
-28.43%
Best month
14.87%
Worst month
-9.47%
Beta vs VTIAX
1.03
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.