Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.20%
3 year
10.87%
5 year
9.32%
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.)
14.95%
Sharpe
0.43
Sortino
0.60
Max drawdown
-30.93%
Best month
16.02%
Worst month
-24.87%
Beta vs VTIAX
0.30
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.