Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
47.15%
3 year
16.59%
5 year
18.21%
10 year
19.77%
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.)
23.51%
Sharpe
0.67
Sortino
1.11
Max drawdown
-42.69%
Best month
24.04%
Worst month
-25.36%
Beta vs VTIAX
1.55
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.