Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.20%
3 year
8.39%
5 year
3.24%
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
81 months through March 31, 2026Volatility (ann.)
13.47%
Sharpe
0.72
Sortino
1.07
Max drawdown
-33.72%
Best month
13.70%
Worst month
-16.19%
Beta vs VTIAX
0.10
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.