Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.13%
3 year
5.85%
5 year
17.24%
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.)
19.91%
Sharpe
0.75
Sortino
1.37
Max drawdown
-35.99%
Best month
16.89%
Worst month
-24.64%
Beta vs VTIAX
1.00
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.