Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.41%
3 year
11.87%
5 year
1.72%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through March 31, 2026Volatility (ann.)
15.45%
Sharpe
0.59
Sortino
0.97
Max drawdown
-37.82%
Best month
13.07%
Worst month
-11.89%
Beta vs VTIAX
1.10
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.