Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.70%
3 year
20.17%
5 year
—
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
62 months through March 31, 2026Volatility (ann.)
17.40%
Sharpe
0.81
Sortino
1.50
Max drawdown
-47.72%
Best month
13.26%
Worst month
-14.37%
Beta vs VTIAX
1.21
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.