Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.89%
3 year
13.32%
5 year
1.71%
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.)
17.90%
Sharpe
0.88
Sortino
1.51
Max drawdown
-42.13%
Best month
15.74%
Worst month
-18.37%
Beta vs VTIAX
1.06
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.