Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.31%
3 year
20.09%
5 year
4.78%
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.)
16.26%
Sharpe
1.19
Sortino
2.10
Max drawdown
-41.21%
Best month
18.43%
Worst month
-17.09%
Beta vs VTIAX
1.01
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.