Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.36%
3 year
10.09%
5 year
8.20%
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.)
13.60%
Sharpe
0.41
Sortino
0.58
Max drawdown
-31.52%
Best month
12.69%
Worst month
-28.02%
Beta vs VTIAX
0.25
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.