Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.85%
3 year
20.41%
5 year
10.15%
10 year
10.31%
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.)
12.95%
Sharpe
1.32
Sortino
2.48
Max drawdown
-29.38%
Best month
13.30%
Worst month
-13.95%
Beta vs VTIAX
1.02
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.