Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.78%
3 year
20.06%
5 year
16.30%
10 year
—
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
80 months through March 31, 2026Volatility (ann.)
8.24%
Sharpe
2.61
Sortino
7.24
Max drawdown
-22.18%
Best month
10.78%
Worst month
-15.77%
Beta vs VTIAX
0.45
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.