Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.36%
3 year
12.59%
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
51 months through March 31, 2026Volatility (ann.)
18.70%
Sharpe
0.83
Sortino
1.74
Max drawdown
-34.68%
Best month
17.68%
Worst month
-20.94%
Beta vs VTIAX
0.87
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.