Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.11%
3 year
21.20%
5 year
13.32%
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.)
13.04%
Sharpe
1.48
Sortino
2.66
Max drawdown
-24.59%
Best month
13.53%
Worst month
-15.03%
Beta vs VTIAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.