Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.03%
3 year
18.72%
5 year
11.38%
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
33 months through April 30, 2026Volatility (ann.)
15.24%
Sharpe
1.09
Sortino
1.98
Max drawdown
-10.62%
Best month
10.31%
Worst month
-10.62%
Beta vs VTIAX
0.92
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.