Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.90%
3 year
18.24%
5 year
10.86%
10 year
8.59%
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.)
13.01%
Sharpe
1.52
Sortino
2.98
Max drawdown
-28.54%
Best month
17.88%
Worst month
-19.48%
Beta vs VTIAX
1.00
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.