Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
53.72%
3 year
21.21%
5 year
10.50%
10 year
8.42%
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.)
14.63%
Sharpe
1.34
Sortino
2.39
Max drawdown
-28.70%
Best month
14.35%
Worst month
-16.81%
Beta vs VTIAX
1.07
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.