Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.72%
3 year
14.68%
5 year
6.20%
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.)
14.44%
Sharpe
1.09
Sortino
1.91
Max drawdown
-29.40%
Best month
12.99%
Worst month
-19.03%
Beta vs VTIAX
0.93
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.