Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.98%
3 year
14.48%
5 year
4.92%
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.)
12.70%
Sharpe
0.71
Sortino
1.11
Max drawdown
-28.46%
Best month
14.12%
Worst month
-11.16%
Beta vs VTIAX
0.92
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.