Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.11%
3 year
10.69%
5 year
5.32%
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.)
13.51%
Sharpe
0.48
Sortino
0.74
Max drawdown
-27.78%
Best month
13.80%
Worst month
-13.15%
Beta vs VTIAX
0.92
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.