Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.07%
3 year
14.65%
5 year
7.76%
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.)
13.46%
Sharpe
0.65
Sortino
1.01
Max drawdown
-31.31%
Best month
18.56%
Worst month
-17.68%
Beta vs VTIAX
0.49
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.