Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.70%
3 year
10.56%
5 year
1.34%
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.)
15.20%
Sharpe
0.82
Sortino
1.43
Max drawdown
-38.02%
Best month
13.43%
Worst month
-13.88%
Beta vs VTIAX
1.04
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.