Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.81%
3 year
15.82%
5 year
7.00%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
13.25%
Sharpe
0.94
Sortino
1.71
Max drawdown
-30.31%
Best month
15.01%
Worst month
-17.08%
Beta vs VTIAX
0.93
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.