Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.61%
3 year
18.50%
5 year
4.99%
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.)
11.60%
Sharpe
1.54
Sortino
2.98
Max drawdown
-36.37%
Best month
13.89%
Worst month
-16.92%
Beta vs VTIAX
0.76
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.