Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.00%
3 year
15.73%
5 year
9.90%
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.)
16.78%
Sharpe
0.64
Sortino
1.00
Max drawdown
-31.32%
Best month
19.94%
Worst month
-15.84%
Beta vs VTIAX
1.19
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.