Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.83%
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
2020 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
17.97%
Sharpe
0.93
Sortino
1.63
Max drawdown
-44.87%
Best month
19.39%
Worst month
-19.04%
Beta vs VTIAX
1.16
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.