Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.33%
3 year
18.17%
5 year
4.28%
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.)
14.13%
Sharpe
1.26
Sortino
2.19
Max drawdown
-37.64%
Best month
16.15%
Worst month
-16.47%
Beta vs VTIAX
0.89
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.