Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.76%
3 year
17.23%
5 year
11.12%
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.)
14.16%
Sharpe
1.19
Sortino
1.98
Max drawdown
-34.39%
Best month
20.99%
Worst month
-22.02%
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.