Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.66%
3 year
19.07%
5 year
12.42%
10 year
8.71%
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.)
12.75%
Sharpe
1.35
Sortino
2.46
Max drawdown
-28.19%
Best month
19.56%
Worst month
-16.43%
Beta vs VTIAX
0.53
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.