Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.14%
3 year
18.41%
5 year
4.61%
10 year
8.86%
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.)
15.02%
Sharpe
1.03
Sortino
1.74
Max drawdown
-39.29%
Best month
20.37%
Worst month
-14.96%
Beta vs VTIAX
0.93
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.