Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.76%
3 year
11.45%
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
47 months through April 30, 2026Volatility (ann.)
16.40%
Sharpe
0.76
Sortino
1.32
Max drawdown
-18.94%
Best month
11.53%
Worst month
-14.12%
Beta vs VTIAX
1.02
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.