Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.96%
3 year
10.15%
5 year
5.34%
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.)
9.43%
Sharpe
1.07
Sortino
1.86
Max drawdown
-19.18%
Best month
8.47%
Worst month
-9.29%
Beta vs VTIAX
0.72
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.