Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.54%
3 year
14.96%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
45 months through March 31, 2026Volatility (ann.)
16.07%
Sharpe
0.88
Sortino
1.44
Max drawdown
-13.17%
Best month
12.70%
Worst month
-12.97%
Beta vs VTIAX
0.95
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.