Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
47.29%
3 year
19.62%
5 year
8.01%
10 year
—
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.)
16.64%
Sharpe
1.17
Sortino
2.04
Max drawdown
-34.35%
Best month
17.66%
Worst month
-19.14%
Beta vs VTIAX
1.10
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.