Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.16%
3 year
18.68%
5 year
11.22%
10 year
7.66%
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.)
13.26%
Sharpe
1.10
Sortino
1.79
Max drawdown
-27.13%
Best month
15.03%
Worst month
-17.45%
Beta vs VTIAX
0.99
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.