Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.22%
3 year
18.99%
5 year
9.30%
10 year
8.06%
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.)
13.38%
Sharpe
1.19
Sortino
2.03
Max drawdown
-33.68%
Best month
13.97%
Worst month
-12.69%
Beta vs VTIAX
0.62
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.