Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.85%
3 year
15.35%
5 year
7.36%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
14.31%
Sharpe
0.86
Sortino
1.35
Max drawdown
-23.32%
Best month
10.82%
Worst month
-9.86%
Beta vs VTIAX
1.08
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.