Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.50%
3 year
13.65%
5 year
7.81%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
64 months through March 31, 2026Volatility (ann.)
13.48%
Sharpe
0.58
Sortino
0.90
Max drawdown
-29.28%
Best month
12.87%
Worst month
-11.83%
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.