Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.15%
3 year
16.23%
5 year
7.71%
10 year
7.77%
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.)
12.38%
Sharpe
1.03
Sortino
1.65
Max drawdown
-29.79%
Best month
14.83%
Worst month
-13.72%
Beta vs VTIAX
0.90
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.