Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.12%
3 year
18.46%
5 year
13.41%
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.)
10.79%
Sharpe
1.46
Sortino
2.29
Max drawdown
-23.77%
Best month
11.99%
Worst month
-14.55%
Beta vs VTIAX
0.69
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.