Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.07%
3 year
13.03%
5 year
6.99%
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.)
8.53%
Sharpe
1.28
Sortino
2.24
Max drawdown
-22.61%
Best month
11.83%
Worst month
-14.63%
Beta vs VTIAX
0.62
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.