Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.58%
3 year
11.71%
5 year
1.57%
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.)
16.91%
Sharpe
0.62
Sortino
0.96
Max drawdown
-41.47%
Best month
13.38%
Worst month
-14.74%
Beta vs VTIAX
1.14
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.