Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.10%
3 year
14.89%
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
43 months through March 31, 2026Volatility (ann.)
13.62%
Sharpe
0.82
Sortino
1.37
Max drawdown
-11.19%
Best month
10.52%
Worst month
-10.17%
Beta vs VTIAX
0.80
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.