Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.23%
3 year
18.50%
5 year
5.70%
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.)
14.38%
Sharpe
1.21
Sortino
2.11
Max drawdown
-36.36%
Best month
16.13%
Worst month
-16.22%
Beta vs VTIAX
0.88
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.