Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.10%
3 year
20.08%
5 year
10.23%
10 year
9.23%
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.)
12.77%
Sharpe
1.22
Sortino
2.15
Max drawdown
-27.15%
Best month
13.03%
Worst month
-12.94%
Beta vs VTIAX
0.95
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.