Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.11%
3 year
7.85%
5 year
-3.32%
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.)
14.73%
Sharpe
0.40
Sortino
0.61
Max drawdown
-42.92%
Best month
11.34%
Worst month
-19.71%
Beta vs VTIAX
0.82
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.