Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.87%
3 year
20.39%
5 year
0.79%
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
75 months through April 30, 2026Volatility (ann.)
21.64%
Sharpe
1.05
Sortino
1.79
Max drawdown
-52.14%
Best month
24.91%
Worst month
-18.87%
Beta vs VTIAX
1.05
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.