Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.68%
3 year
20.40%
5 year
5.04%
10 year
10.26%
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.)
16.28%
Sharpe
1.21
Sortino
2.14
Max drawdown
-40.99%
Best month
18.45%
Worst month
-17.09%
Beta vs VTIAX
1.02
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.