Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.57%
3 year
13.17%
5 year
3.52%
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.)
15.39%
Sharpe
0.81
Sortino
1.45
Max drawdown
-39.95%
Best month
12.66%
Worst month
-17.42%
Beta vs VTIAX
1.18
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.