Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.13%
3 year
20.51%
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
40 months through March 31, 2026Volatility (ann.)
13.26%
Sharpe
1.47
Sortino
2.64
Max drawdown
-11.89%
Best month
9.26%
Worst month
-6.38%
Beta vs VTIAX
1.03
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.