Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.80%
3 year
16.52%
5 year
4.51%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
13.04%
Sharpe
1.24
Sortino
2.28
Max drawdown
-37.83%
Best month
11.03%
Worst month
-11.31%
Beta vs VTIAX
1.06
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.