Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.21%
3 year
17.57%
5 year
7.94%
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
62 months through March 31, 2026Volatility (ann.)
12.19%
Sharpe
1.18
Sortino
2.03
Max drawdown
-28.76%
Best month
13.26%
Worst month
-10.42%
Beta vs VTIAX
0.92
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.