Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.10%
3 year
17.87%
5 year
9.57%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through April 30, 2026Volatility (ann.)
15.98%
Sharpe
1.30
Sortino
2.96
Max drawdown
-30.79%
Best month
12.03%
Worst month
-22.07%
Beta vs VTIAX
1.07
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.