Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.55%
3 year
19.10%
5 year
12.15%
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
1.50
Sortino
2.63
Max drawdown
-23.84%
Best month
16.29%
Worst month
-14.93%
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.