Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.80%
3 year
17.29%
5 year
9.25%
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.)
11.41%
Sharpe
1.42
Sortino
2.69
Max drawdown
-27.15%
Best month
14.62%
Worst month
-9.80%
Beta vs VTIAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.