Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.89%
3 year
12.78%
5 year
4.89%
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.)
13.75%
Sharpe
0.68
Sortino
1.04
Max drawdown
-32.63%
Best month
13.55%
Worst month
-12.04%
Beta vs VTIAX
1.02
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.