Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.91%
3 year
17.15%
5 year
7.03%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
13.61%
Sharpe
1.35
Sortino
2.77
Max drawdown
-31.33%
Best month
14.91%
Worst month
-20.25%
Beta vs VTIAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.