Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.68%
3 year
16.08%
5 year
1.70%
10 year
7.91%
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.)
15.91%
Sharpe
0.88
Sortino
1.44
Max drawdown
-42.52%
Best month
16.99%
Worst month
-20.58%
Beta vs VTIAX
1.08
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.