Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.54%
3 year
14.25%
5 year
-0.80%
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.)
12.79%
Sharpe
0.67
Sortino
1.18
Max drawdown
-45.60%
Best month
14.70%
Worst month
-27.18%
Beta vs VTIAX
0.82
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.