Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.23%
3 year
14.98%
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
48 months through March 31, 2026Volatility (ann.)
12.60%
Sharpe
0.93
Sortino
1.52
Max drawdown
-17.75%
Best month
13.05%
Worst month
-8.80%
Beta vs VTIAX
0.98
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.