Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.48%
3 year
8.07%
5 year
1.45%
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.)
16.65%
Sharpe
0.46
Sortino
0.74
Max drawdown
-27.24%
Best month
10.48%
Worst month
-9.97%
Beta vs VTIAX
1.09
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.