Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.06%
3 year
18.77%
5 year
11.16%
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.)
11.58%
Sharpe
1.60
Sortino
3.09
Max drawdown
-23.08%
Best month
11.18%
Worst month
-9.62%
Beta vs VTIAX
0.81
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.