Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.34%
3 year
14.80%
5 year
6.63%
10 year
8.85%
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
75 months through Jan. 31, 2026Volatility (ann.)
11.75%
Sharpe
1.14
Sortino
2.07
Max drawdown
-29.11%
Best month
13.27%
Worst month
-9.07%
Beta vs VTIAX
0.96
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.