Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.37%
3 year
13.44%
5 year
0.29%
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.)
15.51%
Sharpe
0.52
Sortino
0.90
Max drawdown
-48.24%
Best month
13.86%
Worst month
-18.82%
Beta vs VTIAX
1.13
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.