Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.79%
3 year
20.37%
5 year
11.78%
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.)
13.45%
Sharpe
1.39
Sortino
2.74
Max drawdown
-28.91%
Best month
16.33%
Worst month
-19.95%
Beta vs VTIAX
1.03
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.