Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.88%
3 year
19.51%
5 year
10.11%
10 year
9.35%
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.)
13.73%
Sharpe
1.14
Sortino
1.94
Max drawdown
-29.77%
Best month
14.86%
Worst month
-16.77%
Beta vs VTIAX
1.04
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.