Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.63%
3 year
5.36%
5 year
4.54%
10 year
5.83%
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.)
12.95%
Sharpe
0.41
Sortino
0.61
Max drawdown
-16.17%
Best month
8.58%
Worst month
-9.03%
Beta vs VTIAX
0.73
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.