Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.93%
3 year
14.09%
5 year
—
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
42 months through Jan. 31, 2026Volatility (ann.)
14.94%
Sharpe
0.85
Sortino
1.57
Max drawdown
-14.79%
Best month
9.53%
Worst month
-6.35%
Beta vs VTIAX
1.06
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.