Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.93%
3 year
14.94%
5 year
9.47%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.04%
Sharpe
1.05
Sortino
1.75
Max drawdown
-28.44%
Best month
15.32%
Worst month
-16.14%
Beta vs VTIAX
0.46
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.