Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.87%
3 year
16.00%
5 year
-3.93%
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.)
12.02%
Sharpe
1.15
Sortino
2.03
Max drawdown
-59.89%
Best month
11.92%
Worst month
-10.17%
Beta vs VTIAX
0.94
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.