Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.32%
3 year
16.63%
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
47 months through March 31, 2026Volatility (ann.)
12.80%
Sharpe
1.12
Sortino
2.01
Max drawdown
-17.39%
Best month
9.77%
Worst month
-9.89%
Beta vs VTIAX
0.99
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.