Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.82%
3 year
21.88%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
15.26%
Sharpe
1.22
Sortino
2.08
Max drawdown
-17.69%
Best month
13.15%
Worst month
-11.50%
Beta vs VTIAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.