Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.69%
3 year
16.69%
5 year
7.82%
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.)
12.00%
Sharpe
1.37
Sortino
2.29
Max drawdown
-23.47%
Best month
8.79%
Worst month
-13.01%
Beta vs VTIAX
0.66
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.