Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.25%
3 year
14.47%
5 year
8.27%
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.)
11.60%
Sharpe
0.89
Sortino
1.35
Max drawdown
-30.38%
Best month
12.65%
Worst month
-12.46%
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.