Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.28%
3 year
11.77%
5 year
1.63%
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.)
15.46%
Sharpe
0.59
Sortino
0.95
Max drawdown
-37.88%
Best month
14.16%
Worst month
-17.34%
Beta vs VTIAX
1.10
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.