Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.09%
3 year
20.74%
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
61 months through March 31, 2026Volatility (ann.)
14.38%
Sharpe
1.33
Sortino
2.34
Max drawdown
-27.79%
Best month
11.95%
Worst month
-10.90%
Beta vs VTIAX
1.10
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.