Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.45%
3 year
16.09%
5 year
9.96%
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.)
14.19%
Sharpe
1.10
Sortino
1.81
Max drawdown
-34.48%
Best month
20.89%
Worst month
-21.99%
Beta vs VTIAX
1.05
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.