Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.41%
3 year
10.13%
5 year
-0.67%
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.)
14.99%
Sharpe
0.47
Sortino
0.79
Max drawdown
-45.87%
Best month
13.52%
Worst month
-17.01%
Beta vs VTIAX
1.08
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.