Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.25%
3 year
23.47%
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
52 months through March 31, 2026Volatility (ann.)
17.12%
Sharpe
1.33
Sortino
2.53
Max drawdown
-32.34%
Best month
12.99%
Worst month
-13.99%
Beta vs VTIAX
1.00
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.