Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.25%
3 year
17.12%
5 year
6.66%
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.)
16.56%
Sharpe
1.08
Sortino
1.91
Max drawdown
-37.05%
Best month
15.95%
Worst month
-17.64%
Beta vs VTIAX
1.25
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.