Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.22%
3 year
12.12%
5 year
8.27%
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.)
14.57%
Sharpe
0.68
Sortino
1.12
Max drawdown
-28.66%
Best month
11.31%
Worst month
-22.07%
Beta vs VTIAX
1.08
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.