Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.99%
3 year
14.04%
5 year
7.84%
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.)
13.72%
Sharpe
1.11
Sortino
2.05
Max drawdown
-31.84%
Best month
13.66%
Worst month
-21.00%
Beta vs VTIAX
0.82
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.