Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.17%
3 year
18.92%
5 year
7.13%
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.)
11.71%
Sharpe
1.52
Sortino
2.97
Max drawdown
-34.50%
Best month
12.17%
Worst month
-16.35%
Beta vs VTIAX
0.98
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.