Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.04%
3 year
4.67%
5 year
10.29%
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.)
15.87%
Sharpe
0.61
Sortino
0.96
Max drawdown
-21.06%
Best month
15.22%
Worst month
-17.75%
Beta vs VTIAX
1.17
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.