Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.91%
3 year
17.03%
5 year
4.32%
10 year
7.21%
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.)
14.46%
Sharpe
1.19
Sortino
2.03
Max drawdown
-36.25%
Best month
14.58%
Worst month
-19.32%
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.