Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.55%
3 year
14.74%
5 year
0.92%
10 year
8.13%
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.)
14.30%
Sharpe
1.00
Sortino
1.69
Max drawdown
-35.37%
Best month
15.46%
Worst month
-11.16%
Beta vs VTIAX
0.88
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.