Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.34%
3 year
4.66%
5 year
2.45%
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.)
3.56%
Sharpe
1.67
Sortino
3.72
Max drawdown
-7.05%
Best month
2.89%
Worst month
-3.17%
Beta vs VTIAX
-0.02
Correlation
-0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.