Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.77%
3 year
3.36%
5 year
-7.85%
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
78 months through Dec. 31, 2025Volatility (ann.)
17.24%
Sharpe
0.20
Sortino
0.30
Max drawdown
-52.84%
Best month
20.14%
Worst month
-15.98%
Beta vs VTIAX
1.13
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.