Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.52%
3 year
12.58%
5 year
7.83%
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.)
11.10%
Sharpe
1.06
Sortino
1.79
Max drawdown
-22.61%
Best month
10.31%
Worst month
-12.88%
Beta vs VTIAX
0.83
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.