Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.85%
3 year
13.38%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
40 months through March 31, 2026Volatility (ann.)
12.64%
Sharpe
0.82
Sortino
1.30
Max drawdown
-9.44%
Best month
8.43%
Worst month
-9.23%
Beta vs VTIAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.