Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.08%
3 year
18.99%
5 year
8.73%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
71 months through Jan. 31, 2026Volatility (ann.)
13.66%
Sharpe
1.49
Sortino
3.15
Max drawdown
-29.72%
Best month
15.04%
Worst month
-8.92%
Beta vs VTIAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.