Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.62%
3 year
11.72%
5 year
5.85%
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.)
14.66%
Sharpe
0.79
Sortino
1.24
Max drawdown
-17.59%
Best month
15.20%
Worst month
-10.77%
Beta vs VTIAX
0.90
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.