Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.23%
3 year
20.01%
5 year
11.21%
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
1.41
Sortino
2.42
Max drawdown
-28.06%
Best month
17.46%
Worst month
-18.79%
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.