Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.07%
3 year
15.05%
5 year
0.26%
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.)
15.44%
Sharpe
0.92
Sortino
1.62
Max drawdown
-43.72%
Best month
14.24%
Worst month
-20.78%
Beta vs VTIAX
1.11
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.