Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.33%
3 year
18.51%
5 year
11.22%
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.)
12.24%
Sharpe
1.30
Sortino
2.30
Max drawdown
-24.28%
Best month
12.93%
Worst month
-10.79%
Beta vs VTIAX
0.57
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.