Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.36%
3 year
17.83%
5 year
10.48%
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.)
12.95%
Sharpe
1.49
Sortino
2.91
Max drawdown
-28.63%
Best month
17.88%
Worst month
-19.47%
Beta vs VTIAX
1.00
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.