Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.22%
3 year
15.20%
5 year
4.79%
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.)
13.31%
Sharpe
0.62
Sortino
1.00
Max drawdown
-37.00%
Best month
12.40%
Worst month
-13.05%
Beta vs VTIAX
0.86
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.