Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.79%
3 year
16.57%
5 year
4.56%
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.)
15.78%
Sharpe
1.40
Sortino
2.83
Max drawdown
-37.57%
Best month
14.73%
Worst month
-16.15%
Beta vs VTIAX
0.91
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.