Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.40%
3 year
10.79%
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
49 months through March 31, 2026Volatility (ann.)
14.88%
Sharpe
0.30
Sortino
0.45
Max drawdown
-21.57%
Best month
11.97%
Worst month
-9.87%
Beta vs VTIAX
1.07
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.