Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
102.62%
3 year
23.14%
5 year
5.71%
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.)
26.80%
Sharpe
0.87
Sortino
1.66
Max drawdown
-51.22%
Best month
28.05%
Worst month
-11.59%
Beta vs VTIAX
1.23
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.