Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.30%
3 year
10.17%
5 year
3.44%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
13.22%
Sharpe
0.59
Sortino
0.93
Max drawdown
-32.56%
Best month
12.21%
Worst month
-14.37%
Beta vs VTIAX
0.91
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.