Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.16%
3 year
16.65%
5 year
10.52%
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.)
14.14%
Sharpe
1.15
Sortino
1.90
Max drawdown
-34.44%
Best month
20.88%
Worst month
-21.94%
Beta vs VTIAX
1.04
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.