Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.45%
3 year
13.63%
5 year
7.79%
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.)
13.47%
Sharpe
0.58
Sortino
0.90
Max drawdown
-34.85%
Best month
22.14%
Worst month
-25.13%
Beta vs VTIAX
1.00
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.