Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.79%
3 year
6.03%
5 year
1.01%
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.)
13.87%
Sharpe
0.28
Sortino
0.43
Max drawdown
-32.20%
Best month
14.51%
Worst month
-16.23%
Beta vs VTIAX
0.85
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.