Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.89%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
32 months through March 31, 2026Volatility (ann.)
20.92%
Sharpe
1.48
Sortino
3.11
Max drawdown
-14.13%
Best month
15.13%
Worst month
-9.61%
Beta vs VTIAX
1.22
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.