Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.01%
3 year
18.26%
5 year
11.42%
10 year
11.41%
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.)
13.40%
Sharpe
1.47
Sortino
2.88
Max drawdown
-33.17%
Best month
15.34%
Worst month
-21.65%
Beta vs VTIAX
0.91
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.