Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.45%
3 year
18.16%
5 year
4.08%
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.)
14.09%
Sharpe
1.28
Sortino
2.44
Max drawdown
-38.12%
Best month
15.33%
Worst month
-16.38%
Beta vs VTIAX
1.01
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.