Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.99%
3 year
8.56%
5 year
-0.69%
10 year
3.53%
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.)
20.10%
Sharpe
0.32
Sortino
0.62
Max drawdown
-42.33%
Best month
20.91%
Worst month
-12.13%
Beta vs VTIAX
0.28
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.