Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.87%
3 year
13.99%
5 year
7.78%
10 year
8.50%
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.)
13.69%
Sharpe
1.11
Sortino
2.05
Max drawdown
-31.87%
Best month
13.77%
Worst month
-20.97%
Beta vs VTIAX
0.82
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.