Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.83%
3 year
—
5 year
—
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
30 months through Dec. 31, 2025Volatility (ann.)
16.49%
Sharpe
0.91
Sortino
1.82
Max drawdown
-14.76%
Best month
13.74%
Worst month
-6.77%
Beta vs VTIAX
1.16
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.