Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
46.15%
3 year
14.40%
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
58 months through March 31, 2026Volatility (ann.)
17.02%
Sharpe
0.79
Sortino
1.27
Max drawdown
-33.08%
Best month
17.17%
Worst month
-12.47%
Beta vs VTIAX
1.09
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.