Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.95%
3 year
7.43%
5 year
-3.77%
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.)
26.11%
Sharpe
0.17
Sortino
0.31
Max drawdown
-55.91%
Best month
31.29%
Worst month
-13.78%
Beta vs VTIAX
1.04
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.