Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.35%
3 year
14.78%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
63 months through April 30, 2026Volatility (ann.)
14.40%
Sharpe
1.23
Sortino
2.19
Max drawdown
-38.85%
Best month
17.73%
Worst month
-10.88%
Beta vs VTIAX
0.84
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.