Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.14%
3 year
3.19%
5 year
-6.05%
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.)
25.06%
Sharpe
0.25
Sortino
0.43
Max drawdown
-57.20%
Best month
24.35%
Worst month
-13.37%
Beta vs VTIAX
1.02
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.