Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.75%
3 year
15.03%
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.)
14.30%
Sharpe
1.26
Sortino
2.25
Max drawdown
-38.52%
Best month
17.68%
Worst month
-10.99%
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.