Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.86%
3 year
8.27%
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.)
15.52%
Sharpe
0.32
Sortino
0.49
Max drawdown
-38.02%
Best month
13.30%
Worst month
-17.12%
Beta vs VTIAX
1.17
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.