Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.17%
3 year
3.90%
5 year
-2.06%
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.)
18.91%
Sharpe
0.18
Sortino
0.26
Max drawdown
-38.16%
Best month
11.89%
Worst month
-19.81%
Beta vs VTIAX
1.33
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.