Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.95%
3 year
10.72%
5 year
-4.58%
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.)
13.04%
Sharpe
0.60
Sortino
0.92
Max drawdown
-48.86%
Best month
12.05%
Worst month
-18.39%
Beta vs VTIAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.