Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.05%
3 year
16.95%
5 year
9.64%
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.)
12.85%
Sharpe
1.23
Sortino
2.11
Max drawdown
-25.55%
Best month
14.76%
Worst month
-15.49%
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.