Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.97%
3 year
17.02%
5 year
5.99%
10 year
7.64%
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.)
13.64%
Sharpe
0.98
Sortino
1.66
Max drawdown
-35.29%
Best month
15.31%
Worst month
-17.41%
Beta vs VTIAX
1.06
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.