Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.39%
3 year
13.25%
5 year
1.39%
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.)
17.14%
Sharpe
0.24
Sortino
0.35
Max drawdown
-44.66%
Best month
16.89%
Worst month
-12.92%
Beta vs VTIAX
1.18
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.