Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.65%
3 year
12.30%
5 year
7.02%
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.)
15.39%
Sharpe
0.64
Sortino
1.03
Max drawdown
-28.56%
Best month
11.73%
Worst month
-15.90%
Beta vs VTIAX
1.15
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.