Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.95%
3 year
13.39%
5 year
-0.70%
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.)
14.59%
Sharpe
0.86
Sortino
1.44
Max drawdown
-45.43%
Best month
15.05%
Worst month
-21.44%
Beta vs VTIAX
1.03
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.