Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.95%
3 year
14.01%
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
63 months through March 31, 2026Volatility (ann.)
15.74%
Sharpe
1.32
Sortino
2.59
Max drawdown
-15.02%
Best month
11.01%
Worst month
-10.67%
Beta vs VTIAX
0.76
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.