Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
47.21%
3 year
22.96%
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
57 months through March 31, 2026Volatility (ann.)
16.81%
Sharpe
1.38
Sortino
2.51
Max drawdown
-21.62%
Best month
19.00%
Worst month
-10.63%
Beta vs VTIAX
0.15
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.