Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.15%
3 year
10.41%
5 year
2.87%
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.)
15.20%
Sharpe
0.34
Sortino
0.48
Max drawdown
-32.84%
Best month
15.25%
Worst month
-12.34%
Beta vs VTIAX
0.98
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.