Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.26%
3 year
18.86%
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.)
13.90%
Sharpe
1.14
Sortino
1.93
Max drawdown
-30.40%
Best month
14.18%
Worst month
-14.01%
Beta vs VTIAX
1.06
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.