Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.75%
3 year
18.47%
5 year
11.60%
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.)
11.84%
Sharpe
1.45
Sortino
2.52
Max drawdown
-23.89%
Best month
16.37%
Worst month
-14.92%
Beta vs VTIAX
0.80
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.