Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.11%
3 year
19.11%
5 year
10.58%
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.)
11.39%
Sharpe
1.53
Sortino
3.10
Max drawdown
-26.14%
Best month
14.50%
Worst month
-17.28%
Beta vs VTIAX
0.96
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.