Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.07%
3 year
13.58%
5 year
-0.51%
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
79 months through March 31, 2026Volatility (ann.)
14.59%
Sharpe
0.88
Sortino
1.47
Max drawdown
-45.20%
Best month
15.02%
Worst month
-21.42%
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.