Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.13%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
27 months through March 31, 2026Volatility (ann.)
13.91%
Sharpe
0.19
Sortino
0.26
Max drawdown
-12.90%
Best month
6.88%
Worst month
-11.93%
Beta vs VTIAX
0.62
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.