Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.98%
3 year
18.06%
5 year
5.16%
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.)
12.72%
Sharpe
1.41
Sortino
2.91
Max drawdown
-37.10%
Best month
15.49%
Worst month
-17.19%
Beta vs VTIAX
0.89
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.