Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.65%
3 year
11.45%
5 year
3.11%
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.)
12.18%
Sharpe
0.91
Sortino
1.56
Max drawdown
-31.90%
Best month
18.53%
Worst month
-11.14%
Beta vs VTIAX
0.85
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.