Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
55.08%
3 year
22.29%
5 year
12.41%
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.)
20.99%
Sharpe
1.38
Sortino
2.74
Max drawdown
-41.97%
Best month
16.28%
Worst month
-17.37%
Beta vs VTIAX
1.35
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.