Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.82%
3 year
12.95%
5 year
1.82%
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
80 months through March 31, 2026Volatility (ann.)
11.75%
Sharpe
0.90
Sortino
1.59
Max drawdown
-34.07%
Best month
14.75%
Worst month
-15.76%
Beta vs VTIAX
0.81
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.