Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.75%
3 year
15.07%
5 year
3.45%
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.)
13.25%
Sharpe
0.79
Sortino
1.24
Max drawdown
-36.38%
Best month
13.35%
Worst month
-14.82%
Beta vs VTIAX
1.01
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.