Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.80%
3 year
15.07%
5 year
1.45%
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
64 months through March 31, 2026Volatility (ann.)
16.33%
Sharpe
0.79
Sortino
1.39
Max drawdown
-40.61%
Best month
16.94%
Worst month
-11.98%
Beta vs VTIAX
1.10
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.