Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.17%
3 year
22.59%
5 year
15.36%
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
2.61
Sortino
7.32
Max drawdown
-26.09%
Best month
14.18%
Worst month
-19.34%
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.