Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.75%
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
34 months through March 31, 2026Volatility (ann.)
14.51%
Sharpe
0.85
Sortino
1.35
Max drawdown
-12.15%
Best month
9.70%
Worst month
-10.48%
Beta vs VTIAX
0.94
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.