Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.75%
3 year
16.39%
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
59 months through March 31, 2026Volatility (ann.)
16.57%
Sharpe
0.87
Sortino
1.38
Max drawdown
-41.52%
Best month
16.64%
Worst month
-13.46%
Beta vs VTIAX
1.05
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.