Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
54.43%
3 year
21.79%
5 year
11.04%
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.)
14.60%
Sharpe
1.38
Sortino
2.49
Max drawdown
-28.28%
Best month
14.34%
Worst month
-16.81%
Beta vs VTIAX
1.07
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.