Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
52.82%
3 year
12.80%
5 year
6.81%
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.)
20.35%
Sharpe
0.71
Sortino
1.33
Max drawdown
-42.63%
Best month
18.69%
Worst month
-35.35%
Beta vs VTIAX
1.41
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.