Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.74%
3 year
23.06%
5 year
10.00%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
71 months through March 31, 2026Volatility (ann.)
14.44%
Sharpe
1.46
Sortino
3.13
Max drawdown
-36.07%
Best month
15.93%
Worst month
-10.13%
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.