Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.12%
3 year
14.98%
5 year
1.16%
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.)
14.51%
Sharpe
0.97
Sortino
1.64
Max drawdown
-40.25%
Best month
14.60%
Worst month
-20.07%
Beta vs VTIAX
0.94
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.