Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.31%
3 year
20.08%
5 year
8.81%
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.)
13.07%
Sharpe
1.44
Sortino
2.70
Max drawdown
-32.27%
Best month
10.67%
Worst month
-14.01%
Beta vs VTIAX
0.92
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.