Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.28%
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
81 months through April 30, 2026Volatility (ann.)
14.09%
Sharpe
1.15
Sortino
1.91
Max drawdown
-27.06%
Best month
12.24%
Worst month
-19.03%
Beta vs VTIAX
0.86
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.