Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.66%
3 year
14.76%
5 year
9.02%
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.)
16.78%
Sharpe
0.58
Sortino
0.91
Max drawdown
-31.72%
Best month
19.88%
Worst month
-15.90%
Beta vs VTIAX
1.18
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.