Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.75%
3 year
21.30%
5 year
14.13%
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.)
9.31%
Sharpe
2.47
Sortino
6.68
Max drawdown
-26.30%
Best month
14.05%
Worst month
-19.43%
Beta vs VTIAX
0.65
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.