Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
50.89%
3 year
13.19%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
23.34%
Sharpe
0.47
Sortino
0.86
Max drawdown
-31.80%
Best month
26.97%
Worst month
-15.24%
Beta vs VTIAX
1.03
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.