Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.89%
3 year
16.64%
5 year
6.63%
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
81 months through April 30, 2026Volatility (ann.)
14.57%
Sharpe
1.32
Sortino
2.45
Max drawdown
-32.10%
Best month
16.04%
Worst month
-19.75%
Beta vs VTIAX
1.00
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.