Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.43%
3 year
11.17%
5 year
-4.20%
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.)
13.06%
Sharpe
0.63
Sortino
0.98
Max drawdown
-48.60%
Best month
12.03%
Worst month
-18.42%
Beta vs VTIAX
0.90
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.