Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.53%
3 year
21.47%
5 year
12.61%
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.)
12.31%
Sharpe
1.71
Sortino
3.51
Max drawdown
-24.96%
Best month
13.25%
Worst month
-18.86%
Beta vs VTIAX
0.93
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.