Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.83%
3 year
11.81%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
39 months through March 31, 2026Volatility (ann.)
12.36%
Sharpe
0.79
Sortino
1.25
Max drawdown
-10.14%
Best month
8.66%
Worst month
-8.30%
Beta vs VTIAX
0.92
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.