Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.94%
3 year
19.19%
5 year
14.39%
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.)
12.65%
Sharpe
1.34
Sortino
2.47
Max drawdown
-32.49%
Best month
18.01%
Worst month
-23.06%
Beta vs VTIAX
0.93
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.