Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.76%
3 year
20.23%
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
42 months through March 31, 2026Volatility (ann.)
16.76%
Sharpe
1.25
Sortino
2.32
Max drawdown
-12.98%
Best month
11.27%
Worst month
-12.98%
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.