Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.06%
3 year
16.14%
5 year
6.59%
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.)
12.17%
Sharpe
1.13
Sortino
1.83
Max drawdown
-29.70%
Best month
13.83%
Worst month
-15.89%
Beta vs VTIAX
0.92
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.