Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.50%
3 year
14.96%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
30 months through March 31, 2026Volatility (ann.)
12.76%
Sharpe
1.07
Sortino
1.71
Max drawdown
-9.81%
Best month
8.38%
Worst month
-9.81%
Beta vs VTIAX
0.92
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.