Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.65%
3 year
16.04%
5 year
3.73%
10 year
7.99%
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.)
14.70%
Sharpe
1.04
Sortino
1.73
Max drawdown
-36.47%
Best month
15.89%
Worst month
-15.99%
Beta vs VTIAX
0.95
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.