Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.87%
3 year
19.58%
5 year
8.06%
10 year
8.90%
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.)
15.50%
Sharpe
1.16
Sortino
1.95
Max drawdown
-36.01%
Best month
11.87%
Worst month
-18.93%
Beta vs VTIAX
1.15
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.