Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.17%
3 year
16.82%
5 year
5.30%
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.)
14.73%
Sharpe
0.98
Sortino
1.55
Max drawdown
-31.86%
Best month
15.76%
Worst month
-14.34%
Beta vs VTIAX
0.97
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.