Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.05%
3 year
17.01%
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.)
10.81%
Sharpe
1.73
Sortino
3.53
Max drawdown
-22.51%
Best month
6.62%
Worst month
-9.23%
Beta vs VTIAX
0.19
Correlation
0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.