Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.70%
3 year
20.76%
5 year
10.26%
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.)
13.27%
Sharpe
1.52
Sortino
2.81
Max drawdown
-29.02%
Best month
13.14%
Worst month
-14.72%
Beta vs VTIAX
0.98
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.