Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.24%
3 year
14.25%
5 year
8.13%
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.)
8.49%
Sharpe
1.43
Sortino
2.59
Max drawdown
-22.40%
Best month
12.04%
Worst month
-14.50%
Beta vs VTIAX
0.61
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.