Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.86%
3 year
7.35%
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
45 months through March 31, 2026Volatility (ann.)
26.80%
Sharpe
0.15
Sortino
0.29
Max drawdown
-36.29%
Best month
30.39%
Worst month
-13.81%
Beta vs VTIAX
1.03
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.