Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.09%
3 year
13.14%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through March 31, 2026Volatility (ann.)
10.27%
Sharpe
1.66
Sortino
3.89
Max drawdown
-17.35%
Best month
8.63%
Worst month
-7.67%
Beta vs VTIAX
0.27
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.