Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.73%
3 year
10.45%
5 year
11.16%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
63 months through March 31, 2026Volatility (ann.)
11.06%
Sharpe
0.48
Sortino
0.72
Max drawdown
-19.84%
Best month
7.60%
Worst month
-8.03%
Beta vs VTIAX
0.10
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.