Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.59%
3 year
16.72%
5 year
5.71%
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.)
13.62%
Sharpe
0.96
Sortino
1.62
Max drawdown
-35.54%
Best month
15.37%
Worst month
-17.44%
Beta vs VTIAX
1.05
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.