Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.16%
3 year
16.04%
5 year
3.58%
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.)
14.56%
Sharpe
1.12
Sortino
1.90
Max drawdown
-36.62%
Best month
14.26%
Worst month
-19.38%
Beta vs VTIAX
0.86
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.