Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.82%
3 year
20.28%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
42 months through March 31, 2026Volatility (ann.)
16.77%
Sharpe
1.26
Sortino
2.31
Max drawdown
-13.03%
Best month
11.26%
Worst month
-13.03%
Beta vs VTIAX
0.88
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.