Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.48%
3 year
13.28%
5 year
6.83%
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.)
14.21%
Sharpe
0.71
Sortino
1.13
Max drawdown
-30.05%
Best month
20.00%
Worst month
-15.10%
Beta vs VTIAX
1.02
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.