Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.94%
3 year
18.83%
5 year
5.96%
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.)
14.64%
Sharpe
1.33
Sortino
2.48
Max drawdown
-36.42%
Best month
17.19%
Worst month
-16.16%
Beta vs VTIAX
0.95
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.