Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.00%
3 year
11.48%
5 year
1.38%
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.)
15.45%
Sharpe
0.57
Sortino
0.92
Max drawdown
-38.05%
Best month
14.14%
Worst month
-17.35%
Beta vs VTIAX
1.10
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.