Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
52.58%
3 year
-0.95%
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
53 months through March 31, 2026Volatility (ann.)
27.35%
Sharpe
0.07
Sortino
0.11
Max drawdown
-54.46%
Best month
16.71%
Worst month
-14.69%
Beta vs VTIAX
1.95
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.