Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.79%
3 year
16.77%
5 year
8.75%
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.)
12.94%
Sharpe
1.10
Sortino
1.86
Max drawdown
-28.34%
Best month
14.10%
Worst month
-14.35%
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.