Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.33%
3 year
15.28%
5 year
5.51%
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.)
13.52%
Sharpe
0.96
Sortino
1.59
Max drawdown
-34.63%
Best month
15.03%
Worst month
-12.60%
Beta vs VTIAX
0.45
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.