Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.86%
3 year
14.04%
5 year
6.82%
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
75 months through March 31, 2026Volatility (ann.)
12.88%
Sharpe
0.81
Sortino
1.31
Max drawdown
-31.90%
Best month
14.35%
Worst month
-14.92%
Beta vs VTIAX
1.02
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.