Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.69%
3 year
12.58%
5 year
4.46%
10 year
5.81%
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.)
13.21%
Sharpe
0.77
Sortino
1.24
Max drawdown
-27.40%
Best month
12.83%
Worst month
-15.76%
Beta vs VTIAX
1.04
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.