Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.78%
3 year
10.40%
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.)
13.40%
Sharpe
0.65
Sortino
1.00
Max drawdown
-10.92%
Best month
9.25%
Worst month
-8.93%
Beta vs VTIAX
0.49
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.