Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.34%
3 year
18.75%
5 year
12.80%
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.)
12.59%
Sharpe
1.34
Sortino
2.19
Max drawdown
-29.02%
Best month
16.43%
Worst month
-16.34%
Beta vs VTIAX
0.89
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.