Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.00%
3 year
13.50%
5 year
2.61%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
64 months through March 31, 2026Volatility (ann.)
17.60%
Sharpe
0.16
Sortino
0.26
Max drawdown
-33.50%
Best month
14.82%
Worst month
-8.93%
Beta vs VTIAX
1.20
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.