Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.82%
3 year
18.21%
5 year
10.14%
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.)
14.73%
Sharpe
0.84
Sortino
1.41
Max drawdown
-37.23%
Best month
13.69%
Worst month
-11.13%
Beta vs VTIAX
0.68
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.