Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.59%
3 year
10.41%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
56 months through March 31, 2026Volatility (ann.)
21.36%
Sharpe
0.75
Sortino
1.51
Max drawdown
-28.03%
Best month
16.84%
Worst month
-18.95%
Beta vs VTIAX
0.94
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.