Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.81%
3 year
17.11%
5 year
1.71%
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
81 months through March 31, 2026Volatility (ann.)
15.76%
Sharpe
1.09
Sortino
1.90
Max drawdown
-41.62%
Best month
16.52%
Worst month
-17.19%
Beta vs VTIAX
0.96
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.