Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.43%
3 year
17.45%
5 year
8.00%
10 year
—
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
78 months through March 31, 2026Volatility (ann.)
13.56%
Sharpe
1.15
Sortino
1.96
Max drawdown
-29.85%
Best month
13.08%
Worst month
-14.49%
Beta vs VTIAX
1.04
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.