Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.95%
3 year
14.71%
5 year
4.68%
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.)
15.48%
Sharpe
0.94
Sortino
1.60
Max drawdown
-28.05%
Best month
14.50%
Worst month
-18.86%
Beta vs VTIAX
0.72
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.