Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
80.27%
3 year
17.02%
5 year
9.86%
10 year
9.32%
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.)
21.13%
Sharpe
0.95
Sortino
1.78
Max drawdown
-34.72%
Best month
21.26%
Worst month
-22.22%
Beta vs VTIAX
1.20
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.