Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
4.24%
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
30 months through March 31, 2026Volatility (ann.)
12.35%
Sharpe
1.04
Sortino
1.70
Max drawdown
-8.32%
Best month
9.53%
Worst month
-8.32%
Beta vs VTIAX
0.91
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.