Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.73%
3 year
9.96%
5 year
7.53%
10 year
4.77%
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.)
9.88%
Sharpe
1.36
Sortino
2.67
Max drawdown
-35.84%
Best month
16.06%
Worst month
-29.39%
Beta vs VTIAX
0.73
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.