Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.05%
3 year
17.31%
5 year
7.01%
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.)
10.94%
Sharpe
1.49
Sortino
2.92
Max drawdown
-29.26%
Best month
11.57%
Worst month
-16.21%
Beta vs VTIAX
0.93
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.