Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.52%
3 year
10.55%
5 year
7.87%
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.)
14.05%
Sharpe
0.97
Sortino
1.79
Max drawdown
-18.92%
Best month
10.33%
Worst month
-13.41%
Beta vs VTIAX
0.85
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.