Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.33%
3 year
23.00%
5 year
10.80%
10 year
9.55%
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.)
13.15%
Sharpe
1.71
Sortino
3.22
Max drawdown
-30.09%
Best month
14.24%
Worst month
-20.05%
Beta vs VTIAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.