Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.58%
3 year
19.43%
5 year
8.36%
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
81 months through March 31, 2026Volatility (ann.)
17.48%
Sharpe
1.07
Sortino
1.83
Max drawdown
-32.13%
Best month
14.44%
Worst month
-20.03%
Beta vs VTIAX
0.02
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.