Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.60%
3 year
18.71%
5 year
12.40%
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.)
14.33%
Sharpe
1.14
Sortino
1.95
Max drawdown
-28.12%
Best month
17.79%
Worst month
-16.70%
Beta vs VTIAX
1.09
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.