Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.68%
3 year
15.58%
5 year
5.77%
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
81 months through March 31, 2026Volatility (ann.)
13.53%
Sharpe
0.98
Sortino
1.63
Max drawdown
-34.47%
Best month
15.01%
Worst month
-12.54%
Beta vs VTIAX
0.45
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.