Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.23%
3 year
15.60%
5 year
10.42%
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.)
11.08%
Sharpe
1.48
Sortino
2.69
Max drawdown
-22.86%
Best month
13.49%
Worst month
-13.86%
Beta vs VTIAX
0.45
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.