Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.30%
3 year
12.87%
5 year
4.75%
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.)
13.54%
Sharpe
0.69
Sortino
1.12
Max drawdown
-30.85%
Best month
15.53%
Worst month
-16.29%
Beta vs VTIAX
1.02
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.