Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.24%
3 year
15.37%
5 year
2.04%
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.)
14.89%
Sharpe
1.04
Sortino
1.87
Max drawdown
-39.35%
Best month
16.37%
Worst month
-17.43%
Beta vs VTIAX
1.07
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.