Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.29%
3 year
31.06%
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
55 months through March 31, 2026Volatility (ann.)
20.46%
Sharpe
1.58
Sortino
3.37
Max drawdown
-35.00%
Best month
15.14%
Worst month
-11.92%
Beta vs VTIAX
1.18
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.