Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.54%
3 year
5.80%
5 year
3.59%
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.)
3.55%
Sharpe
2.01
Sortino
4.86
Max drawdown
-6.45%
Best month
2.85%
Worst month
-3.13%
Beta vs VTIAX
-0.02
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.