Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
49.52%
3 year
16.90%
5 year
5.75%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
15.80%
Sharpe
1.22
Sortino
2.36
Max drawdown
-36.74%
Best month
12.78%
Worst month
-14.83%
Beta vs VTIAX
1.15
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.