Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.71%
3 year
14.40%
5 year
7.52%
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.)
13.40%
Sharpe
0.63
Sortino
0.98
Max drawdown
-31.29%
Best month
18.61%
Worst month
-17.71%
Beta vs VTIAX
0.50
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.