Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.90%
3 year
10.98%
5 year
7.18%
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.)
14.57%
Sharpe
0.60
Sortino
0.98
Max drawdown
-28.82%
Best month
11.19%
Worst month
-22.19%
Beta vs VTIAX
1.07
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.