Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.31%
3 year
23.62%
5 year
13.67%
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.)
11.07%
Sharpe
1.68
Sortino
3.22
Max drawdown
-29.60%
Best month
16.58%
Worst month
-20.82%
Beta vs VTIAX
0.77
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.