Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.40%
3 year
18.32%
5 year
8.37%
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
81 months through March 31, 2026Volatility (ann.)
13.34%
Sharpe
0.83
Sortino
1.30
Max drawdown
-30.09%
Best month
11.97%
Worst month
-11.87%
Beta vs VTIAX
0.88
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.