Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.65%
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
39 months through March 31, 2026Volatility (ann.)
17.79%
Sharpe
0.21
Sortino
0.36
Max drawdown
-23.90%
Best month
14.98%
Worst month
-9.43%
Beta vs VTIAX
1.25
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.