Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.58%
3 year
17.15%
5 year
12.21%
10 year
8.77%
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.)
10.17%
Sharpe
1.63
Sortino
3.07
Max drawdown
-27.59%
Best month
14.38%
Worst month
-16.46%
Beta vs VTIAX
0.80
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.