Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.68%
3 year
5.87%
5 year
6.55%
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.)
14.70%
Sharpe
0.02
Sortino
0.03
Max drawdown
-33.33%
Best month
18.01%
Worst month
-22.16%
Beta vs VTIAX
1.00
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.