Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.73%
3 year
16.63%
5 year
-3.64%
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.)
16.51%
Sharpe
0.41
Sortino
0.63
Max drawdown
-55.98%
Best month
14.93%
Worst month
-14.21%
Beta vs VTIAX
1.08
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.