Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.56%
3 year
13.05%
5 year
1.45%
10 year
9.39%
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.)
17.89%
Sharpe
0.86
Sortino
1.48
Max drawdown
-42.50%
Best month
15.71%
Worst month
-18.39%
Beta vs VTIAX
1.06
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.