Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.96%
3 year
15.35%
5 year
9.27%
10 year
9.15%
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
75 months through March 31, 2026Volatility (ann.)
13.51%
Sharpe
1.22
Sortino
2.27
Max drawdown
-31.75%
Best month
17.66%
Worst month
-20.70%
Beta vs VTIAX
1.01
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.