Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.40%
3 year
13.20%
5 year
-2.89%
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.)
18.13%
Sharpe
0.34
Sortino
0.55
Max drawdown
-49.08%
Best month
18.78%
Worst month
-12.25%
Beta vs VTIAX
1.38
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.