Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.45%
3 year
12.65%
5 year
4.22%
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.)
15.53%
Sharpe
1.07
Sortino
1.84
Max drawdown
-27.98%
Best month
11.57%
Worst month
-15.34%
Beta vs VTIAX
0.97
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.