Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.15%
3 year
14.75%
5 year
3.71%
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.)
17.65%
Sharpe
0.23
Sortino
0.37
Max drawdown
-32.64%
Best month
15.01%
Worst month
-8.88%
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.