Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.53%
3 year
8.81%
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
42 months through March 31, 2026Volatility (ann.)
13.95%
Sharpe
0.86
Sortino
1.46
Max drawdown
-13.19%
Best month
9.11%
Worst month
-6.42%
Beta vs VTIAX
0.91
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.