Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.32%
3 year
12.37%
5 year
8.44%
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.)
14.56%
Sharpe
0.69
Sortino
1.15
Max drawdown
-28.65%
Best month
11.28%
Worst month
-22.04%
Beta vs VTIAX
1.07
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.