Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.35%
3 year
18.58%
5 year
4.05%
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.)
18.55%
Sharpe
1.31
Sortino
2.54
Max drawdown
-39.05%
Best month
14.98%
Worst month
-12.71%
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.