Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.84%
3 year
12.85%
5 year
4.82%
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.)
13.04%
Sharpe
0.92
Sortino
1.65
Max drawdown
-37.30%
Best month
13.39%
Worst month
-17.65%
Beta vs VTIAX
1.02
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.