Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.81%
3 year
17.50%
5 year
9.30%
10 year
—
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
80 months through March 31, 2026Volatility (ann.)
13.17%
Sharpe
1.09
Sortino
1.77
Max drawdown
-27.15%
Best month
15.12%
Worst month
-13.80%
Beta vs VTIAX
0.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.