Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.98%
3 year
22.32%
5 year
10.74%
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.)
13.69%
Sharpe
1.60
Sortino
3.00
Max drawdown
-28.30%
Best month
12.45%
Worst month
-15.67%
Beta vs VTIAX
1.00
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.