Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.91%
3 year
10.07%
5 year
2.64%
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
0.56
Sortino
0.85
Max drawdown
-31.64%
Best month
11.61%
Worst month
-15.77%
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.