Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.05%
3 year
14.69%
5 year
13.62%
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.)
11.30%
Sharpe
1.56
Sortino
2.98
Max drawdown
-27.86%
Best month
18.42%
Worst month
-18.27%
Beta vs VTIAX
0.79
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.