Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.37%
3 year
23.02%
5 year
10.82%
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.)
13.13%
Sharpe
1.72
Sortino
3.23
Max drawdown
-30.05%
Best month
14.24%
Worst month
-20.05%
Beta vs VTIAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.