Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.72%
3 year
19.47%
5 year
10.94%
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.)
13.45%
Sharpe
1.33
Sortino
2.57
Max drawdown
-29.36%
Best month
16.28%
Worst month
-20.04%
Beta vs VTIAX
1.03
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.