Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
54.39%
3 year
13.91%
5 year
7.87%
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.)
20.38%
Sharpe
0.76
Sortino
1.46
Max drawdown
-42.47%
Best month
18.76%
Worst month
-35.29%
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.