Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.51%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
31 months through March 31, 2026Volatility (ann.)
16.32%
Sharpe
0.80
Sortino
1.24
Max drawdown
-13.77%
Best month
8.51%
Worst month
-13.77%
Beta vs VTIAX
0.69
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.