Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.38%
3 year
16.71%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through April 30, 2026Volatility (ann.)
15.72%
Sharpe
1.48
Sortino
3.11
Max drawdown
-22.45%
Best month
15.03%
Worst month
-9.64%
Beta vs VTIAX
0.90
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.