Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.58%
3 year
17.56%
5 year
9.27%
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.)
12.05%
Sharpe
1.34
Sortino
2.50
Max drawdown
-27.40%
Best month
15.06%
Worst month
-14.74%
Beta vs VTIAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.