Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.73%
3 year
17.56%
5 year
8.17%
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.)
14.22%
Sharpe
1.33
Sortino
2.41
Max drawdown
-29.11%
Best month
12.49%
Worst month
-13.89%
Beta vs VTIAX
0.99
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.