Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.49%
3 year
12.74%
5 year
4.33%
10 year
7.71%
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.)
15.51%
Sharpe
1.07
Sortino
1.85
Max drawdown
-27.82%
Best month
11.55%
Worst month
-15.36%
Beta vs VTIAX
0.96
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.