Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.86%
3 year
14.78%
5 year
9.44%
10 year
9.24%
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.)
12.13%
Sharpe
1.03
Sortino
1.69
Max drawdown
-28.90%
Best month
15.89%
Worst month
-16.25%
Beta vs VTIAX
0.46
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.