Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.67%
3 year
17.74%
5 year
8.60%
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.)
15.07%
Sharpe
1.26
Sortino
2.21
Max drawdown
-32.66%
Best month
11.70%
Worst month
-12.09%
Beta vs VTIAX
1.10
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.