Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.46%
3 year
15.24%
5 year
6.04%
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.)
12.79%
Sharpe
1.02
Sortino
1.77
Max drawdown
-31.55%
Best month
15.85%
Worst month
-14.98%
Beta vs VTIAX
1.03
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.