Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.94%
3 year
17.19%
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.)
13.01%
Sharpe
1.11
Sortino
1.88
Max drawdown
-18.84%
Best month
13.38%
Worst month
-9.55%
Beta vs VTIAX
1.03
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.