Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.62%
3 year
6.42%
5 year
4.30%
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.)
12.68%
Sharpe
0.44
Sortino
0.60
Max drawdown
-20.87%
Best month
10.34%
Worst month
-8.07%
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.