Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.97%
3 year
18.76%
5 year
12.08%
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.)
9.76%
Sharpe
1.89
Sortino
3.85
Max drawdown
-19.43%
Best month
9.87%
Worst month
-11.62%
Beta vs VTIAX
0.78
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.