Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.39%
3 year
15.96%
5 year
4.15%
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
71 months through March 31, 2026Volatility (ann.)
15.19%
Sharpe
1.04
Sortino
1.79
Max drawdown
-35.65%
Best month
13.31%
Worst month
-11.17%
Beta vs VTIAX
0.97
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.