Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.45%
3 year
10.32%
5 year
8.44%
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
76 months through April 30, 2026Volatility (ann.)
13.61%
Sharpe
0.43
Sortino
0.59
Max drawdown
-31.45%
Best month
12.67%
Worst month
-28.00%
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.