Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
128.88%
3 year
39.50%
5 year
19.90%
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.)
26.91%
Sharpe
1.48
Sortino
3.27
Max drawdown
-31.61%
Best month
29.19%
Worst month
-10.67%
Beta vs VTIAX
1.24
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.