Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.49%
3 year
18.62%
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
40 months through March 31, 2026Volatility (ann.)
16.61%
Sharpe
1.12
Sortino
1.94
Max drawdown
-11.99%
Best month
10.88%
Worst month
-11.99%
Beta vs VTIAX
1.00
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.