Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.64%
3 year
17.23%
5 year
7.85%
10 year
8.53%
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.)
12.93%
Sharpe
1.17
Sortino
1.94
Max drawdown
-28.33%
Best month
13.20%
Worst month
-16.18%
Beta vs VTIAX
1.02
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.