Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.50%
3 year
21.40%
5 year
-3.43%
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
75 months through March 31, 2026Volatility (ann.)
19.47%
Sharpe
0.64
Sortino
1.15
Max drawdown
-60.04%
Best month
17.68%
Worst month
-17.54%
Beta vs VTIAX
0.97
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.