Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.88%
3 year
12.60%
5 year
3.68%
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.)
12.77%
Sharpe
0.63
Sortino
1.06
Max drawdown
-35.59%
Best month
13.27%
Worst month
-13.34%
Beta vs VTIAX
0.96
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.