Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
47.43%
3 year
22.94%
5 year
12.72%
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
78 months through March 31, 2026Volatility (ann.)
13.87%
Sharpe
1.48
Sortino
2.59
Max drawdown
-28.61%
Best month
12.90%
Worst month
-11.23%
Beta vs VTIAX
1.01
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.