Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.35%
3 year
10.82%
5 year
3.95%
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.)
14.45%
Sharpe
0.36
Sortino
0.53
Max drawdown
-31.05%
Best month
14.29%
Worst month
-12.63%
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.