Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.37%
3 year
13.14%
5 year
-0.32%
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.)
16.04%
Sharpe
0.75
Sortino
1.19
Max drawdown
-42.89%
Best month
17.28%
Worst month
-16.65%
Beta vs VTIAX
1.02
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.