Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.95%
3 year
11.94%
5 year
5.25%
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.)
23.37%
Sharpe
0.91
Sortino
1.92
Max drawdown
-50.43%
Best month
23.71%
Worst month
-38.52%
Beta vs VTIAX
1.51
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.