Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.52%
3 year
18.36%
5 year
9.24%
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.)
16.38%
Sharpe
0.73
Sortino
1.30
Max drawdown
-29.31%
Best month
13.74%
Worst month
-12.44%
Beta vs VTIAX
1.08
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.