Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
62.35%
3 year
20.87%
5 year
14.14%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
15.06%
Sharpe
1.48
Sortino
2.87
Max drawdown
-19.29%
Best month
15.02%
Worst month
-13.30%
Beta vs VTIAX
1.04
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.