Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
56.07%
3 year
5.91%
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
57 months through April 30, 2026Volatility (ann.)
24.30%
Sharpe
0.66
Sortino
1.13
Max drawdown
-43.23%
Best month
19.08%
Worst month
-12.83%
Beta vs VTIAX
1.68
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.