Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
94.48%
3 year
—
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
37 months through March 31, 2026Volatility (ann.)
30.29%
Sharpe
0.86
Sortino
1.55
Max drawdown
-26.03%
Best month
22.73%
Worst month
-15.37%
Beta vs VTIAX
1.53
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.