Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.72%
3 year
8.77%
5 year
0.45%
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.)
14.43%
Sharpe
0.31
Sortino
0.47
Max drawdown
-36.66%
Best month
13.20%
Worst month
-13.26%
Beta vs VTIAX
1.09
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.