Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.43%
3 year
13.86%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through March 31, 2026Volatility (ann.)
15.11%
Sharpe
0.70
Sortino
1.11
Max drawdown
-41.13%
Best month
12.71%
Worst month
-12.47%
Beta vs VTIAX
1.08
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.