Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.43%
3 year
18.34%
5 year
9.43%
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.)
12.76%
Sharpe
1.25
Sortino
2.21
Max drawdown
-26.90%
Best month
12.96%
Worst month
-12.90%
Beta vs VTIAX
0.95
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.