Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.61%
3 year
13.01%
5 year
6.88%
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.)
11.57%
Sharpe
0.77
Sortino
1.15
Max drawdown
-31.36%
Best month
12.93%
Worst month
-12.57%
Beta vs VTIAX
0.80
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.