Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
49.77%
3 year
29.31%
5 year
17.05%
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.)
14.78%
Sharpe
1.77
Sortino
3.55
Max drawdown
-26.58%
Best month
14.68%
Worst month
-18.55%
Beta vs VTIAX
0.05
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.