Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.07%
3 year
11.24%
5 year
0.94%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
45 months through March 31, 2026Volatility (ann.)
16.98%
Sharpe
0.34
Sortino
0.55
Max drawdown
-18.13%
Best month
13.30%
Worst month
-9.52%
Beta vs VTIAX
1.08
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.