Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.70%
3 year
16.61%
5 year
10.18%
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.)
13.12%
Sharpe
1.40
Sortino
2.58
Max drawdown
-28.31%
Best month
18.98%
Worst month
-16.46%
Beta vs VTIAX
0.89
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.