Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.58%
3 year
11.96%
5 year
5.02%
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.)
14.48%
Sharpe
0.44
Sortino
0.65
Max drawdown
-30.39%
Best month
14.36%
Worst month
-12.55%
Beta vs VTIAX
1.06
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.