Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.16%
3 year
18.04%
5 year
10.34%
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
81 months through March 31, 2026Volatility (ann.)
12.80%
Sharpe
1.30
Sortino
2.27
Max drawdown
-23.62%
Best month
12.82%
Worst month
-15.16%
Beta vs VTIAX
0.99
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.