Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.82%
3 year
18.72%
5 year
10.04%
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.)
13.33%
Sharpe
1.31
Sortino
2.20
Max drawdown
-28.14%
Best month
17.39%
Worst month
-18.85%
Beta vs VTIAX
0.97
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.