Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
51.55%
3 year
15.04%
5 year
3.03%
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.)
18.40%
Sharpe
0.89
Sortino
1.70
Max drawdown
-38.36%
Best month
13.97%
Worst month
-20.94%
Beta vs VTIAX
1.21
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.