Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.60%
3 year
13.67%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
40 months through March 31, 2026Volatility (ann.)
16.65%
Sharpe
0.83
Sortino
1.52
Max drawdown
-13.43%
Best month
12.20%
Worst month
-9.50%
Beta vs VTIAX
1.18
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.