Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.59%
3 year
5.74%
5 year
0.71%
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.)
13.90%
Sharpe
0.26
Sortino
0.39
Max drawdown
-32.43%
Best month
14.54%
Worst month
-16.25%
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.