Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.75%
3 year
16.15%
5 year
3.96%
10 year
8.19%
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.)
14.75%
Sharpe
1.06
Sortino
1.77
Max drawdown
-36.23%
Best month
16.04%
Worst month
-16.21%
Beta vs VTIAX
0.95
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.