Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.36%
3 year
10.21%
5 year
7.38%
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.)
13.10%
Sharpe
0.71
Sortino
1.15
Max drawdown
-29.25%
Best month
16.40%
Worst month
-19.90%
Beta vs VTIAX
1.01
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.