Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
48.00%
3 year
16.43%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
60 months through Jan. 31, 2026Volatility (ann.)
20.81%
Sharpe
0.88
Sortino
1.73
Max drawdown
-25.38%
Best month
14.74%
Worst month
-16.01%
Beta vs VTIAX
1.42
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.