Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.40%
3 year
17.32%
5 year
8.11%
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.)
11.39%
Sharpe
1.43
Sortino
2.69
Max drawdown
-27.65%
Best month
13.64%
Worst month
-15.55%
Beta vs VTIAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.