Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.14%
3 year
13.48%
5 year
9.46%
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.)
13.39%
Sharpe
1.20
Sortino
2.34
Max drawdown
-21.00%
Best month
14.10%
Worst month
-14.11%
Beta vs VTIAX
0.87
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.