Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.43%
3 year
24.40%
5 year
14.86%
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
80 months through March 31, 2026Volatility (ann.)
13.11%
Sharpe
1.70
Sortino
3.12
Max drawdown
-25.19%
Best month
13.65%
Worst month
-15.43%
Beta vs VTIAX
0.96
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.