Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.53%
3 year
29.09%
5 year
4.77%
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.)
17.68%
Sharpe
0.93
Sortino
1.73
Max drawdown
-47.61%
Best month
16.37%
Worst month
-14.94%
Beta vs VTIAX
0.89
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.