Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.18%
3 year
21.12%
5 year
10.12%
10 year
8.71%
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.)
12.94%
Sharpe
1.47
Sortino
2.60
Max drawdown
-28.53%
Best month
12.81%
Worst month
-16.46%
Beta vs VTIAX
0.99
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.