Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.40%
3 year
14.39%
5 year
0.02%
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
81 months through April 30, 2026Volatility (ann.)
16.23%
Sharpe
1.24
Sortino
2.42
Max drawdown
-45.14%
Best month
15.61%
Worst month
-17.12%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.