Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.12%
3 year
18.04%
5 year
8.11%
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.)
13.32%
Sharpe
0.81
Sortino
1.27
Max drawdown
-30.22%
Best month
11.91%
Worst month
-11.89%
Beta vs VTIAX
0.88
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.