Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.16%
3 year
18.99%
5 year
9.76%
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.)
15.09%
Sharpe
1.34
Sortino
2.39
Max drawdown
-31.86%
Best month
11.81%
Worst month
-12.01%
Beta vs VTIAX
1.11
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.