Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.51%
3 year
22.54%
5 year
11.67%
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.)
13.56%
Sharpe
1.27
Sortino
2.02
Max drawdown
-31.34%
Best month
20.60%
Worst month
-20.34%
Beta vs VTIAX
0.18
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.