Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.67%
3 year
10.95%
5 year
7.82%
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.)
12.74%
Sharpe
0.99
Sortino
1.75
Max drawdown
-26.34%
Best month
10.76%
Worst month
-19.39%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.