Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.24%
3 year
17.03%
5 year
4.46%
10 year
7.32%
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.)
14.52%
Sharpe
1.20
Sortino
2.06
Max drawdown
-35.93%
Best month
14.37%
Worst month
-19.29%
Beta vs VTIAX
0.86
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.