Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.20%
3 year
18.06%
5 year
8.45%
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.)
12.38%
Sharpe
1.45
Sortino
3.09
Max drawdown
-32.17%
Best month
11.73%
Worst month
-21.98%
Beta vs VTIAX
1.01
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.