Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.51%
3 year
11.20%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
60 months through March 31, 2026Volatility (ann.)
13.04%
Sharpe
0.63
Sortino
0.99
Max drawdown
-48.61%
Best month
10.25%
Worst month
-9.46%
Beta vs VTIAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.