Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
47.48%
3 year
23.06%
5 year
12.86%
10 year
7.71%
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.)
13.89%
Sharpe
1.49
Sortino
2.60
Max drawdown
-28.48%
Best month
13.00%
Worst month
-11.17%
Beta vs VTIAX
1.02
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.