Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.49%
3 year
21.11%
5 year
11.75%
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.)
13.00%
Sharpe
1.46
Sortino
2.59
Max drawdown
-27.71%
Best month
12.78%
Worst month
-15.70%
Beta vs VTIAX
0.99
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.