Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.37%
3 year
15.15%
5 year
5.11%
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
80 months through March 31, 2026Volatility (ann.)
14.82%
Sharpe
0.92
Sortino
1.44
Max drawdown
-30.83%
Best month
13.90%
Worst month
-16.77%
Beta vs VTIAX
0.89
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.