Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.42%
3 year
16.89%
5 year
8.77%
10 year
6.98%
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
75 months through March 31, 2026Volatility (ann.)
12.47%
Sharpe
1.23
Sortino
2.09
Max drawdown
-26.55%
Best month
13.46%
Worst month
-16.89%
Beta vs VTIAX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.