Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.10%
3 year
15.27%
5 year
8.54%
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.)
16.11%
Sharpe
0.68
Sortino
1.10
Max drawdown
-26.12%
Best month
10.20%
Worst month
-11.58%
Beta vs VTIAX
1.04
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.