Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.95%
3 year
21.56%
5 year
-0.97%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
17.62%
Sharpe
0.37
Sortino
0.60
Max drawdown
-54.06%
Best month
16.64%
Worst month
-13.92%
Beta vs VTIAX
0.94
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.