Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.15%
3 year
17.96%
5 year
9.15%
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.)
13.68%
Sharpe
1.17
Sortino
1.98
Max drawdown
-28.08%
Best month
14.74%
Worst month
-15.46%
Beta vs VTIAX
1.07
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.