Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.00%
3 year
16.50%
5 year
8.04%
10 year
7.85%
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.)
13.96%
Sharpe
1.04
Sortino
1.75
Max drawdown
-31.57%
Best month
13.71%
Worst month
-19.98%
Beta vs VTIAX
1.06
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.