Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.62%
3 year
—
5 year
—
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
77 months through Jan. 31, 2026Volatility (ann.)
12.47%
Sharpe
1.83
Sortino
4.17
Max drawdown
-26.29%
Best month
14.51%
Worst month
-17.10%
Beta vs VTIAX
1.00
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.