Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.92%
3 year
22.37%
5 year
15.15%
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.)
9.32%
Sharpe
2.58
Sortino
7.20
Max drawdown
-26.14%
Best month
14.13%
Worst month
-19.35%
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.