Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.15%
3 year
17.67%
5 year
8.08%
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.)
11.55%
Sharpe
1.48
Sortino
2.83
Max drawdown
-30.34%
Best month
13.86%
Worst month
-16.54%
Beta vs VTIAX
0.99
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.