Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.06%
3 year
16.28%
5 year
7.52%
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.)
12.39%
Sharpe
1.14
Sortino
1.88
Max drawdown
-30.11%
Best month
15.72%
Worst month
-17.15%
Beta vs VTIAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.