Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
55.14%
3 year
22.03%
5 year
13.03%
10 year
9.81%
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.)
13.96%
Sharpe
1.78
Sortino
3.44
Max drawdown
-32.08%
Best month
23.14%
Worst month
-22.75%
Beta vs VTIAX
0.99
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.