Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.24%
3 year
15.48%
5 year
9.65%
10 year
8.07%
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.)
14.30%
Sharpe
0.84
Sortino
1.42
Max drawdown
-21.16%
Best month
10.90%
Worst month
-12.88%
Beta vs VTIAX
0.90
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.