Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.26%
3 year
20.91%
5 year
10.00%
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.)
14.86%
Sharpe
1.38
Sortino
2.63
Max drawdown
-26.24%
Best month
12.03%
Worst month
-19.07%
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.