Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
52.71%
3 year
15.34%
5 year
13.49%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
20.32%
Sharpe
0.56
Sortino
1.00
Max drawdown
-37.38%
Best month
19.65%
Worst month
-30.03%
Beta vs VTIAX
1.35
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.