Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.23%
3 year
30.98%
5 year
21.87%
10 year
13.18%
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.)
13.13%
Sharpe
2.55
Sortino
6.07
Max drawdown
-21.42%
Best month
14.00%
Worst month
-12.36%
Beta vs VTIAX
0.30
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.