Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.25%
3 year
7.92%
5 year
0.18%
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
50 months through March 31, 2026Volatility (ann.)
15.63%
Sharpe
0.64
Sortino
1.02
Max drawdown
-24.83%
Best month
9.76%
Worst month
-12.36%
Beta vs VTIAX
1.12
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.