Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.11%
3 year
16.99%
5 year
6.54%
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.)
16.58%
Sharpe
1.07
Sortino
1.89
Max drawdown
-37.07%
Best month
15.98%
Worst month
-17.75%
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.