Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.56%
3 year
18.26%
5 year
7.24%
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
75 months through March 31, 2026Volatility (ann.)
19.34%
Sharpe
0.65
Sortino
1.05
Max drawdown
-40.19%
Best month
18.17%
Worst month
-18.69%
Beta vs VTIAX
0.01
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.