Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.69%
3 year
13.77%
5 year
7.59%
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.)
13.69%
Sharpe
1.09
Sortino
2.01
Max drawdown
-31.97%
Best month
13.63%
Worst month
-21.09%
Beta vs VTIAX
0.82
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.