Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.35%
3 year
25.02%
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
51 months through April 30, 2026Volatility (ann.)
15.14%
Sharpe
1.50
Sortino
3.10
Max drawdown
-25.02%
Best month
14.95%
Worst month
-10.47%
Beta vs VTIAX
0.81
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.