Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.23%
3 year
15.20%
5 year
1.11%
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.)
15.09%
Sharpe
0.97
Sortino
1.73
Max drawdown
-39.86%
Best month
14.57%
Worst month
-16.74%
Beta vs VTIAX
0.82
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.