Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.84%
3 year
18.99%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through March 31, 2026Volatility (ann.)
13.83%
Sharpe
1.23
Sortino
2.10
Max drawdown
-18.49%
Best month
11.84%
Worst month
-9.05%
Beta vs VTIAX
1.06
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.