Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
46.87%
3 year
24.58%
5 year
14.17%
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.)
14.55%
Sharpe
1.32
Sortino
2.34
Max drawdown
-28.61%
Best month
16.76%
Worst month
-14.90%
Beta vs VTIAX
1.04
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.