Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.19%
3 year
19.86%
5 year
16.57%
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.)
13.16%
Sharpe
1.66
Sortino
3.60
Max drawdown
-26.91%
Best month
15.33%
Worst month
-19.57%
Beta vs VTIAX
0.20
Correlation
0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.