Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.33%
3 year
15.72%
5 year
3.86%
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.)
15.71%
Sharpe
0.88
Sortino
1.38
Max drawdown
-38.19%
Best month
18.08%
Worst month
-13.27%
Beta vs VTIAX
0.88
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.