Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.04%
3 year
19.77%
5 year
8.22%
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.)
15.52%
Sharpe
1.17
Sortino
1.97
Max drawdown
-35.88%
Best month
11.82%
Worst month
-18.92%
Beta vs VTIAX
1.16
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.