Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.74%
3 year
15.56%
5 year
1.03%
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.)
16.25%
Sharpe
1.31
Sortino
2.60
Max drawdown
-44.42%
Best month
15.74%
Worst month
-16.99%
Beta vs VTIAX
0.91
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.