Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.31%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
27 months through March 31, 2026Volatility (ann.)
25.45%
Sharpe
0.83
Sortino
1.68
Max drawdown
-12.92%
Best month
22.06%
Worst month
-12.92%
Beta vs VTIAX
1.01
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.