Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.17%
3 year
15.55%
5 year
7.97%
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.)
13.67%
Sharpe
1.03
Sortino
1.69
Max drawdown
-29.25%
Best month
16.24%
Worst month
-17.84%
Beta vs VTIAX
1.00
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.