Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.01%
3 year
13.83%
5 year
5.42%
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.)
18.52%
Sharpe
0.31
Sortino
0.49
Max drawdown
-32.76%
Best month
16.10%
Worst month
-13.90%
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.