Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.23%
3 year
14.67%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
13.01%
Sharpe
0.82
Sortino
1.58
Max drawdown
-16.68%
Best month
10.19%
Worst month
-11.78%
Beta vs VTIAX
0.89
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.