Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
51.69%
3 year
20.43%
5 year
12.77%
10 year
9.36%
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.)
12.85%
Sharpe
1.57
Sortino
2.94
Max drawdown
-30.57%
Best month
17.15%
Worst month
-22.18%
Beta vs VTIAX
0.98
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.