Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.77%
3 year
10.85%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
44 months through March 31, 2026Volatility (ann.)
13.49%
Sharpe
0.37
Sortino
0.58
Max drawdown
-15.50%
Best month
14.40%
Worst month
-8.45%
Beta vs VTIAX
0.98
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.