Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.19%
3 year
13.88%
5 year
5.46%
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
80 months through March 31, 2026Volatility (ann.)
18.49%
Sharpe
0.31
Sortino
0.50
Max drawdown
-32.73%
Best month
16.12%
Worst month
-13.88%
Beta vs VTIAX
1.20
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.