Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.12%
3 year
18.25%
5 year
8.35%
10 year
7.18%
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.)
13.92%
Sharpe
1.09
Sortino
1.82
Max drawdown
-28.26%
Best month
14.84%
Worst month
-15.47%
Beta vs VTIAX
1.06
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.