Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.65%
3 year
8.81%
5 year
7.43%
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.)
13.98%
Sharpe
0.84
Sortino
1.49
Max drawdown
-18.95%
Best month
9.92%
Worst month
-12.82%
Beta vs VTIAX
0.81
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.