Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.15%
3 year
22.90%
5 year
10.44%
10 year
10.42%
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
78 months through March 31, 2026Volatility (ann.)
13.29%
Sharpe
1.67
Sortino
3.10
Max drawdown
-30.75%
Best month
14.47%
Worst month
-10.94%
Beta vs VTIAX
0.81
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.