Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
129.08%
3 year
39.65%
5 year
20.02%
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.)
26.89%
Sharpe
1.48
Sortino
3.29
Max drawdown
-31.47%
Best month
29.19%
Worst month
-10.64%
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.