Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.16%
3 year
17.10%
5 year
7.68%
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.)
14.19%
Sharpe
1.30
Sortino
2.34
Max drawdown
-29.51%
Best month
12.38%
Worst month
-13.99%
Beta vs VTIAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.