Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.25%
3 year
16.10%
5 year
11.80%
10 year
9.76%
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
75 months through April 30, 2026Volatility (ann.)
12.25%
Sharpe
1.74
Sortino
3.51
Max drawdown
-29.21%
Best month
16.36%
Worst month
-21.13%
Beta vs VTIAX
0.86
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.