Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
65.92%
3 year
24.53%
5 year
19.90%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
14.86%
Sharpe
1.70
Sortino
3.49
Max drawdown
-25.28%
Best month
13.37%
Worst month
-15.44%
Beta vs VTIAX
1.10
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.