Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.56%
3 year
21.67%
5 year
9.81%
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
68 months through Jan. 31, 2026Volatility (ann.)
12.21%
Sharpe
1.73
Sortino
3.67
Max drawdown
-33.39%
Best month
13.23%
Worst month
-12.27%
Beta vs VTIAX
1.01
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.