Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.67%
3 year
18.52%
5 year
4.98%
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.)
11.57%
Sharpe
1.55
Sortino
2.98
Max drawdown
-36.41%
Best month
13.88%
Worst month
-16.96%
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.