Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.33%
3 year
3.39%
5 year
-6.31%
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.)
23.29%
Sharpe
0.08
Sortino
0.12
Max drawdown
-54.94%
Best month
26.17%
Worst month
-16.93%
Beta vs VTIAX
1.51
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.