Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.56%
3 year
14.35%
5 year
4.37%
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.)
16.32%
Sharpe
0.62
Sortino
1.02
Max drawdown
-37.70%
Best month
12.34%
Worst month
-12.40%
Beta vs VTIAX
1.11
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.