Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.93%
3 year
26.99%
5 year
8.86%
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.)
16.19%
Sharpe
1.72
Sortino
4.24
Max drawdown
-38.21%
Best month
17.49%
Worst month
-14.61%
Beta vs VTIAX
0.98
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.