Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.48%
3 year
19.78%
5 year
7.90%
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
78 months through March 31, 2026Volatility (ann.)
13.83%
Sharpe
1.40
Sortino
2.42
Max drawdown
-23.35%
Best month
9.94%
Worst month
-15.57%
Beta vs VTIAX
0.88
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.