Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.89%
3 year
15.91%
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.)
11.45%
Sharpe
1.22
Sortino
2.10
Max drawdown
-23.95%
Best month
10.54%
Worst month
-13.36%
Beta vs VTIAX
0.75
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.