Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.29%
3 year
22.30%
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
30 months through March 31, 2026Volatility (ann.)
11.55%
Sharpe
1.86
Sortino
3.40
Max drawdown
-7.81%
Best month
5.68%
Worst month
-7.81%
Beta vs VTIAX
0.66
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.