Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.28%
3 year
7.17%
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
62 months through March 31, 2026Volatility (ann.)
34.15%
Sharpe
0.05
Sortino
0.10
Max drawdown
-63.75%
Best month
28.14%
Worst month
-20.34%
Beta vs VTIAX
0.31
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.