Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.46%
3 year
19.68%
5 year
11.72%
10 year
8.38%
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.)
12.54%
Sharpe
1.40
Sortino
2.50
Max drawdown
-25.03%
Best month
14.39%
Worst month
-16.10%
Beta vs VTIAX
0.99
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.