Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.09%
3 year
18.40%
5 year
10.47%
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.)
12.70%
Sharpe
1.25
Sortino
2.14
Max drawdown
-26.68%
Best month
13.44%
Worst month
-14.91%
Beta vs VTIAX
0.96
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.