Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.51%
3 year
17.98%
5 year
8.66%
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.)
11.58%
Sharpe
1.48
Sortino
2.93
Max drawdown
-28.19%
Best month
13.90%
Worst month
-14.48%
Beta vs VTIAX
1.00
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.