Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.24%
3 year
17.03%
5 year
5.07%
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.)
13.05%
Sharpe
1.04
Sortino
1.68
Max drawdown
-36.42%
Best month
13.30%
Worst month
-11.83%
Beta vs VTIAX
0.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.