Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.38%
3 year
13.35%
5 year
—
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
57 months through March 31, 2026Volatility (ann.)
10.26%
Sharpe
1.68
Sortino
3.96
Max drawdown
-17.45%
Best month
8.64%
Worst month
-7.78%
Beta vs VTIAX
0.27
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.