Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.15%
3 year
20.73%
5 year
10.42%
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.)
12.97%
Sharpe
1.34
Sortino
2.53
Max drawdown
-29.24%
Best month
13.29%
Worst month
-13.93%
Beta vs VTIAX
1.03
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.