Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.62%
3 year
14.66%
5 year
2.06%
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
77 months through April 30, 2026Volatility (ann.)
14.99%
Sharpe
1.29
Sortino
2.23
Max drawdown
-41.84%
Best month
17.73%
Worst month
-17.28%
Beta vs VTIAX
0.93
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.