Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.65%
3 year
10.30%
5 year
-1.01%
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.)
13.30%
Sharpe
0.38
Sortino
0.58
Max drawdown
-39.64%
Best month
14.31%
Worst month
-10.76%
Beta vs VTIAX
0.97
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.