Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.32%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
38 months through March 31, 2026Volatility (ann.)
13.02%
Sharpe
1.09
Sortino
1.84
Max drawdown
-10.26%
Best month
8.50%
Worst month
-8.19%
Beta vs VTIAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.