Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.16%
3 year
13.85%
5 year
6.99%
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.)
13.43%
Sharpe
0.59
Sortino
0.91
Max drawdown
-31.79%
Best month
18.44%
Worst month
-17.86%
Beta vs VTIAX
0.49
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.