Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.62%
3 year
11.35%
5 year
10.17%
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.)
17.66%
Sharpe
1.03
Sortino
1.86
Max drawdown
-17.37%
Best month
13.31%
Worst month
-17.37%
Beta vs VTIAX
1.08
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.