Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.72%
3 year
11.62%
5 year
5.59%
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.)
15.01%
Sharpe
0.55
Sortino
0.90
Max drawdown
-41.13%
Best month
12.58%
Worst month
-14.06%
Beta vs VTIAX
0.93
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.