Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.42%
3 year
12.40%
5 year
-0.52%
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.)
14.76%
Sharpe
0.68
Sortino
1.08
Max drawdown
-38.74%
Best month
13.11%
Worst month
-18.86%
Beta vs VTIAX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.