Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.56%
3 year
4.27%
5 year
9.95%
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.)
15.93%
Sharpe
0.58
Sortino
0.90
Max drawdown
-21.43%
Best month
15.24%
Worst month
-17.75%
Beta vs VTIAX
1.18
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.