Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.66%
3 year
14.30%
5 year
3.57%
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
74 months through March 31, 2026Volatility (ann.)
11.29%
Sharpe
1.23
Sortino
2.35
Max drawdown
-29.92%
Best month
12.17%
Worst month
-12.44%
Beta vs VTIAX
0.09
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.