Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.67%
3 year
12.41%
5 year
7.88%
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.)
11.33%
Sharpe
0.64
Sortino
0.95
Max drawdown
-28.20%
Best month
13.28%
Worst month
-20.05%
Beta vs VTIAX
0.66
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.