Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.43%
3 year
13.00%
5 year
8.58%
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.)
15.15%
Sharpe
0.74
Sortino
1.32
Max drawdown
-31.59%
Best month
13.24%
Worst month
-19.43%
Beta vs VTIAX
1.07
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.