Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.17%
3 year
20.76%
5 year
8.96%
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.)
12.41%
Sharpe
1.19
Sortino
2.10
Max drawdown
-31.96%
Best month
13.24%
Worst month
-12.80%
Beta vs VTIAX
0.84
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.