Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.69%
3 year
16.21%
5 year
7.77%
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.)
13.94%
Sharpe
1.02
Sortino
1.71
Max drawdown
-31.73%
Best month
13.73%
Worst month
-20.10%
Beta vs VTIAX
1.06
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.