Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.01%
3 year
16.00%
5 year
7.71%
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
0.74
Sortino
1.22
Max drawdown
-33.00%
Best month
20.59%
Worst month
-21.87%
Beta vs VTIAX
0.87
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.