Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.66%
3 year
20.25%
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.)
15.93%
Sharpe
1.16
Sortino
2.20
Max drawdown
-25.47%
Best month
19.84%
Worst month
-9.43%
Beta vs VTIAX
0.21
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.