Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.62%
3 year
12.17%
5 year
1.55%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through March 31, 2026Volatility (ann.)
14.47%
Sharpe
0.94
Sortino
1.57
Max drawdown
-30.14%
Best month
13.91%
Worst month
-10.74%
Beta vs VTIAX
0.30
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.