Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.17%
3 year
16.13%
5 year
8.11%
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
78 months through March 31, 2026Volatility (ann.)
12.88%
Sharpe
0.83
Sortino
1.38
Max drawdown
-28.97%
Best month
15.61%
Worst month
-16.45%
Beta vs VTIAX
1.02
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.