Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.29%
3 year
17.25%
5 year
-3.11%
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.)
16.54%
Sharpe
0.45
Sortino
0.69
Max drawdown
-55.60%
Best month
14.95%
Worst month
-14.17%
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.