Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.46%
3 year
21.19%
5 year
9.43%
10 year
8.61%
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
30 months through March 31, 2026Volatility (ann.)
13.57%
Sharpe
1.86
Sortino
3.32
Max drawdown
-10.33%
Best month
7.83%
Worst month
-10.33%
Beta vs VTIAX
0.96
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.