Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.67%
3 year
11.44%
5 year
8.11%
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.)
14.53%
Sharpe
0.33
Sortino
0.45
Max drawdown
-34.49%
Best month
12.45%
Worst month
-29.79%
Beta vs VTIAX
0.23
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.