Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.31%
3 year
19.78%
5 year
7.04%
10 year
8.74%
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.)
19.23%
Sharpe
1.07
Sortino
1.86
Max drawdown
-41.69%
Best month
15.16%
Worst month
-16.58%
Beta vs VTIAX
1.26
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.