Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.13%
3 year
28.73%
5 year
19.16%
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.)
14.80%
Sharpe
1.73
Sortino
3.99
Max drawdown
-38.41%
Best month
19.30%
Worst month
-27.43%
Beta vs VTIAX
0.93
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.