Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.73%
3 year
19.39%
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
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
13.22%
Sharpe
1.31
Sortino
2.29
Max drawdown
-30.90%
Best month
11.59%
Worst month
-11.71%
Beta vs VTIAX
1.00
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.