Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.50%
3 year
8.04%
5 year
3.87%
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
81 months through April 30, 2026Volatility (ann.)
16.66%
Sharpe
0.45
Sortino
0.73
Max drawdown
-29.30%
Best month
13.73%
Worst month
-20.51%
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.