Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.19%
3 year
17.75%
5 year
9.98%
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
81 months through March 31, 2026Volatility (ann.)
13.75%
Sharpe
1.03
Sortino
1.75
Max drawdown
-28.74%
Best month
15.52%
Worst month
-16.88%
Beta vs VTIAX
1.05
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.