Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.36%
3 year
14.24%
5 year
8.84%
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
81 months through March 31, 2026Volatility (ann.)
14.49%
Sharpe
1.14
Sortino
2.16
Max drawdown
-24.68%
Best month
15.10%
Worst month
-16.44%
Beta vs VTIAX
0.93
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.