Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.49%
3 year
18.97%
5 year
11.50%
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.)
13.27%
Sharpe
1.12
Sortino
1.83
Max drawdown
-27.07%
Best month
15.10%
Worst month
-17.38%
Beta vs VTIAX
0.99
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.