Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.57%
3 year
14.52%
5 year
12.65%
10 year
—
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.)
11.56%
Sharpe
1.41
Sortino
2.80
Max drawdown
-27.03%
Best month
16.44%
Worst month
-15.69%
Beta vs VTIAX
0.80
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.