Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.51%
3 year
24.79%
5 year
14.63%
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.)
14.23%
Sharpe
1.23
Sortino
2.04
Max drawdown
-35.06%
Best month
27.07%
Worst month
-24.47%
Beta vs VTIAX
0.11
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.