Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.39%
3 year
5.34%
5 year
3.25%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
63 months through March 31, 2026Volatility (ann.)
12.67%
Sharpe
0.35
Sortino
0.48
Max drawdown
-22.00%
Best month
10.25%
Worst month
-8.17%
Beta vs VTIAX
0.87
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.