Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.61%
3 year
13.57%
5 year
8.94%
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.)
14.66%
Sharpe
0.92
Sortino
1.58
Max drawdown
-25.60%
Best month
12.45%
Worst month
-19.04%
Beta vs VTIAX
1.10
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.