Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.18%
3 year
20.21%
5 year
9.26%
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.)
12.07%
Sharpe
1.52
Sortino
2.65
Max drawdown
-32.56%
Best month
15.83%
Worst month
-13.70%
Beta vs VTIAX
0.90
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.