Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.21%
3 year
9.77%
5 year
-0.74%
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
78 months through March 31, 2026Volatility (ann.)
16.39%
Sharpe
0.21
Sortino
0.36
Max drawdown
-40.42%
Best month
14.06%
Worst month
-13.54%
Beta vs VTIAX
1.04
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.