Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.63%
3 year
28.31%
5 year
11.95%
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 April 30, 2026Volatility (ann.)
15.62%
Sharpe
1.58
Sortino
3.23
Max drawdown
-33.60%
Best month
15.90%
Worst month
-15.56%
Beta vs VTIAX
-0.01
Correlation
-0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.