Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.96%
3 year
12.00%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
41 months through March 31, 2026Volatility (ann.)
15.24%
Sharpe
0.72
Sortino
1.22
Max drawdown
-14.11%
Best month
9.90%
Worst month
-8.45%
Beta vs VTIAX
1.13
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.