Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.93%
3 year
26.16%
5 year
13.49%
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.)
20.50%
Sharpe
1.16
Sortino
2.10
Max drawdown
-36.43%
Best month
19.33%
Worst month
-14.43%
Beta vs VTIAX
0.84
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.