Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.51%
3 year
7.09%
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.)
24.17%
Sharpe
0.17
Sortino
0.30
Max drawdown
-57.99%
Best month
23.97%
Worst month
-14.56%
Beta vs VTIAX
1.06
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.