Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.46%
3 year
14.79%
5 year
0.60%
10 year
8.97%
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
80 months through March 31, 2026Volatility (ann.)
13.93%
Sharpe
1.03
Sortino
1.89
Max drawdown
-43.35%
Best month
15.23%
Worst month
-16.95%
Beta vs VTIAX
0.89
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.