Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.62%
3 year
19.10%
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
59 months through March 31, 2026Volatility (ann.)
14.45%
Sharpe
1.34
Sortino
2.51
Max drawdown
-35.01%
Best month
17.41%
Worst month
-10.75%
Beta vs VTIAX
1.03
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.