Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.03%
3 year
23.37%
5 year
10.28%
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
71 months through March 31, 2026Volatility (ann.)
14.45%
Sharpe
1.49
Sortino
3.20
Max drawdown
-35.95%
Best month
16.01%
Worst month
-10.16%
Beta vs VTIAX
1.11
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.