Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.63%
3 year
9.70%
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
44 months through March 31, 2026Volatility (ann.)
13.48%
Sharpe
0.29
Sortino
0.44
Max drawdown
-15.70%
Best month
14.33%
Worst month
-8.57%
Beta vs VTIAX
0.97
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.