Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.67%
3 year
14.36%
5 year
1.20%
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.)
14.43%
Sharpe
0.55
Sortino
0.90
Max drawdown
-42.17%
Best month
16.54%
Worst month
-14.24%
Beta vs VTIAX
1.11
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.