Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.36%
3 year
31.15%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
54 months through March 31, 2026Volatility (ann.)
20.38%
Sharpe
1.59
Sortino
3.40
Max drawdown
-33.89%
Best month
15.17%
Worst month
-11.81%
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.