Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.81%
3 year
18.11%
5 year
8.79%
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.)
14.79%
Sharpe
1.30
Sortino
2.86
Max drawdown
-29.67%
Best month
11.19%
Worst month
-12.89%
Beta vs VTIAX
1.02
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.