Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.17%
3 year
20.82%
5 year
5.43%
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.)
16.31%
Sharpe
1.23
Sortino
2.19
Max drawdown
-40.70%
Best month
18.50%
Worst month
-17.06%
Beta vs VTIAX
1.02
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.