Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.19%
3 year
16.66%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
59 months through April 30, 2026Volatility (ann.)
17.09%
Sharpe
1.08
Sortino
2.04
Max drawdown
-35.45%
Best month
15.48%
Worst month
-10.13%
Beta vs VTIAX
1.07
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.