Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.00%
3 year
19.99%
5 year
10.06%
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.)
13.60%
Sharpe
1.35
Sortino
2.38
Max drawdown
-28.71%
Best month
12.53%
Worst month
-15.17%
Beta vs VTIAX
1.02
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.