Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.16%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
38 months through April 30, 2026Volatility (ann.)
15.05%
Sharpe
1.35
Sortino
2.41
Max drawdown
-11.90%
Best month
8.99%
Worst month
-9.87%
Beta vs VTIAX
1.10
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.