Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.95%
3 year
18.19%
5 year
11.91%
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
69 months through March 31, 2026Volatility (ann.)
12.90%
Sharpe
1.23
Sortino
2.09
Max drawdown
-24.29%
Best month
18.08%
Worst month
-11.05%
Beta vs VTIAX
0.96
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.