Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.10%
3 year
18.90%
5 year
14.06%
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.)
14.82%
Sharpe
0.92
Sortino
1.50
Max drawdown
-21.17%
Best month
14.41%
Worst month
-13.41%
Beta vs VTIAX
1.08
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.