Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.57%
3 year
22.12%
5 year
11.08%
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.)
14.89%
Sharpe
1.45
Sortino
2.81
Max drawdown
-26.05%
Best month
12.13%
Worst month
-19.02%
Beta vs VTIAX
0.83
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.