Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.98%
3 year
13.49%
5 year
-0.62%
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.)
14.60%
Sharpe
0.87
Sortino
1.46
Max drawdown
-45.33%
Best month
14.97%
Worst month
-21.39%
Beta vs VTIAX
1.03
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.