Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.25%
3 year
30.07%
5 year
19.58%
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.)
13.25%
Sharpe
2.14
Sortino
4.31
Max drawdown
-17.02%
Best month
11.90%
Worst month
-10.18%
Beta vs VTIAX
0.19
Correlation
0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.