Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.49%
3 year
17.34%
5 year
3.95%
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.)
11.54%
Sharpe
1.44
Sortino
2.73
Max drawdown
-37.28%
Best month
13.86%
Worst month
-17.04%
Beta vs VTIAX
0.75
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.