Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.95%
3 year
14.08%
5 year
8.65%
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.)
12.04%
Sharpe
0.98
Sortino
1.61
Max drawdown
-28.88%
Best month
15.25%
Worst month
-16.19%
Beta vs VTIAX
0.45
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.