Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.66%
3 year
8.04%
5 year
—
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
33 months through April 30, 2026Volatility (ann.)
17.28%
Sharpe
0.56
Sortino
1.08
Max drawdown
-14.72%
Best month
13.95%
Worst month
-6.98%
Beta vs VTIAX
1.18
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.