Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.09%
3 year
15.89%
5 year
8.30%
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
77 months through April 30, 2026Volatility (ann.)
14.27%
Sharpe
0.98
Sortino
1.58
Max drawdown
-27.50%
Best month
15.02%
Worst month
-12.15%
Beta vs VTIAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.