Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.75%
3 year
16.90%
5 year
8.08%
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.)
12.38%
Sharpe
1.19
Sortino
1.98
Max drawdown
-29.61%
Best month
15.77%
Worst month
-17.13%
Beta vs VTIAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.