Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.74%
3 year
14.83%
5 year
6.98%
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.)
15.88%
Sharpe
0.48
Sortino
0.70
Max drawdown
-35.92%
Best month
16.59%
Worst month
-11.31%
Beta vs VTIAX
1.22
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.