Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.65%
3 year
17.95%
5 year
3.53%
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.)
18.53%
Sharpe
1.28
Sortino
2.45
Max drawdown
-39.39%
Best month
14.89%
Worst month
-12.77%
Beta vs VTIAX
1.10
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.