Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.66%
3 year
6.97%
5 year
-6.07%
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.)
20.71%
Sharpe
0.50
Sortino
0.92
Max drawdown
-58.83%
Best month
27.04%
Worst month
-15.99%
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.