Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.69%
3 year
18.37%
5 year
8.64%
10 year
9.30%
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.)
13.61%
Sharpe
1.17
Sortino
1.98
Max drawdown
-31.25%
Best month
13.31%
Worst month
-16.13%
Beta vs VTIAX
1.05
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.