Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.34%
3 year
5.91%
5 year
-7.02%
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.)
20.68%
Sharpe
0.45
Sortino
0.81
Max drawdown
-60.05%
Best month
26.89%
Worst month
-16.04%
Beta vs VTIAX
0.93
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.