Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.48%
3 year
15.24%
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.)
14.42%
Sharpe
0.78
Sortino
1.20
Max drawdown
-31.44%
Best month
12.01%
Worst month
-10.66%
Beta vs VTIAX
1.08
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.