Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.05%
3 year
18.95%
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.)
16.62%
Sharpe
1.14
Sortino
1.99
Max drawdown
-11.93%
Best month
10.96%
Worst month
-11.93%
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.