Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.21%
3 year
18.77%
5 year
12.14%
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.)
12.68%
Sharpe
1.34
Sortino
2.43
Max drawdown
-28.29%
Best month
19.58%
Worst month
-16.39%
Beta vs VTIAX
0.52
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.