Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.46%
3 year
18.39%
5 year
10.15%
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.)
12.97%
Sharpe
1.29
Sortino
2.47
Max drawdown
-30.78%
Best month
16.74%
Worst month
-17.00%
Beta vs VTIAX
1.05
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.