Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.49%
3 year
27.48%
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
40 months through March 31, 2026Volatility (ann.)
15.79%
Sharpe
1.65
Sortino
3.50
Max drawdown
-9.90%
Best month
10.16%
Worst month
-9.90%
Beta vs VTIAX
0.91
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.