Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.82%
3 year
18.62%
5 year
7.33%
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.)
13.80%
Sharpe
1.27
Sortino
2.11
Max drawdown
-32.11%
Best month
16.00%
Worst month
-15.04%
Beta vs VTIAX
0.82
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.