Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.73%
3 year
20.84%
5 year
9.86%
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.)
12.93%
Sharpe
1.46
Sortino
2.56
Max drawdown
-28.78%
Best month
12.62%
Worst month
-16.44%
Beta vs VTIAX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.