Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.51%
3 year
19.86%
5 year
11.47%
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
78 months through March 31, 2026Volatility (ann.)
12.19%
Sharpe
1.55
Sortino
2.84
Max drawdown
-24.06%
Best month
13.81%
Worst month
-16.20%
Beta vs VTIAX
0.96
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.