Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.14%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
31 months through March 31, 2026Volatility (ann.)
19.51%
Sharpe
0.25
Sortino
0.40
Max drawdown
-20.19%
Best month
16.12%
Worst month
-11.27%
Beta vs VTIAX
1.32
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.