Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.90%
3 year
19.56%
5 year
10.77%
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
78 months through Jan. 31, 2026Volatility (ann.)
12.73%
Sharpe
1.39
Sortino
2.65
Max drawdown
-29.92%
Best month
21.35%
Worst month
-18.83%
Beta vs VTIAX
1.05
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.