Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.35%
3 year
13.28%
5 year
1.17%
10 year
4.96%
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.)
14.68%
Sharpe
0.62
Sortino
0.98
Max drawdown
-41.28%
Best month
13.42%
Worst month
-19.79%
Beta vs VTIAX
1.08
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.