Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.14%
3 year
18.12%
5 year
8.50%
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.)
13.38%
Sharpe
1.13
Sortino
1.90
Max drawdown
-34.12%
Best month
13.96%
Worst month
-12.74%
Beta vs VTIAX
0.61
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.