Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
70.13%
3 year
18.10%
5 year
4.18%
10 year
6.56%
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
33 months through March 31, 2026Volatility (ann.)
32.22%
Sharpe
0.64
Sortino
1.22
Max drawdown
-21.36%
Best month
27.20%
Worst month
-21.36%
Beta vs VTIAX
1.70
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.