Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.08%
3 year
15.50%
5 year
11.70%
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.)
12.23%
Sharpe
1.02
Sortino
1.72
Max drawdown
-30.09%
Best month
15.72%
Worst month
-19.95%
Beta vs VTIAX
0.85
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.