Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.10%
3 year
16.36%
5 year
4.25%
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.)
16.26%
Sharpe
1.29
Sortino
2.40
Max drawdown
-36.64%
Best month
15.75%
Worst month
-18.59%
Beta vs VTIAX
0.97
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.