Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.98%
3 year
17.12%
5 year
5.63%
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.)
11.71%
Sharpe
1.14
Sortino
2.08
Max drawdown
-28.09%
Best month
9.81%
Worst month
-9.45%
Beta vs VTIAX
0.76
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.