Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.55%
3 year
18.70%
5 year
6.11%
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
77 months through March 31, 2026Volatility (ann.)
13.48%
Sharpe
1.19
Sortino
2.04
Max drawdown
-35.03%
Best month
14.02%
Worst month
-12.88%
Beta vs VTIAX
1.03
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.