Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.10%
3 year
13.60%
5 year
8.94%
10 year
3.79%
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.)
14.56%
Sharpe
0.63
Sortino
0.95
Max drawdown
-25.66%
Best month
11.27%
Worst month
-10.47%
Beta vs VTIAX
0.91
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.