Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.54%
3 year
15.00%
5 year
9.88%
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.)
11.03%
Sharpe
1.43
Sortino
2.57
Max drawdown
-22.94%
Best month
13.43%
Worst month
-14.01%
Beta vs VTIAX
0.44
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.