Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.32%
3 year
27.69%
5 year
3.63%
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.)
17.65%
Sharpe
0.85
Sortino
1.57
Max drawdown
-48.33%
Best month
16.29%
Worst month
-15.02%
Beta vs VTIAX
0.89
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.