Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.71%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
28 months through March 31, 2026Volatility (ann.)
13.95%
Sharpe
1.29
Sortino
2.10
Max drawdown
-10.82%
Best month
6.65%
Worst month
-10.82%
Beta vs VTIAX
1.05
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.