Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.34%
3 year
9.51%
5 year
2.12%
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.)
12.89%
Sharpe
0.52
Sortino
0.78
Max drawdown
-31.99%
Best month
11.55%
Worst month
-15.82%
Beta vs VTIAX
0.93
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.