Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.61%
3 year
19.23%
5 year
11.60%
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.)
11.64%
Sharpe
1.63
Sortino
3.16
Max drawdown
-22.78%
Best month
11.21%
Worst month
-9.54%
Beta vs VTIAX
0.82
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.