Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.45%
3 year
16.59%
5 year
12.69%
10 year
8.09%
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.)
11.64%
Sharpe
1.67
Sortino
3.70
Max drawdown
-26.88%
Best month
18.90%
Worst month
-15.64%
Beta vs VTIAX
0.86
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.