Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.29%
3 year
—
5 year
—
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
36 months through April 30, 2026Volatility (ann.)
14.45%
Sharpe
0.73
Sortino
1.23
Max drawdown
-13.29%
Best month
10.19%
Worst month
-6.99%
Beta vs VTIAX
0.99
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.