Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.72%
3 year
15.54%
5 year
8.60%
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.)
13.27%
Sharpe
1.01
Sortino
1.68
Max drawdown
-27.63%
Best month
16.68%
Worst month
-16.61%
Beta vs VTIAX
1.00
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.