Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.20%
3 year
15.66%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
58 months through March 31, 2026Volatility (ann.)
11.55%
Sharpe
1.16
Sortino
2.04
Max drawdown
-33.02%
Best month
10.11%
Worst month
-9.19%
Beta vs VTIAX
0.83
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.