Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.74%
3 year
7.69%
5 year
-0.03%
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
81 months through March 31, 2026Volatility (ann.)
14.44%
Sharpe
0.45
Sortino
0.80
Max drawdown
-41.18%
Best month
12.94%
Worst month
-21.90%
Beta vs VTIAX
0.81
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.