Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.08%
3 year
16.46%
5 year
12.10%
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.)
10.84%
Sharpe
1.60
Sortino
3.13
Max drawdown
-24.88%
Best month
12.20%
Worst month
-15.82%
Beta vs VTIAX
0.81
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.