Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.65%
3 year
12.27%
5 year
-0.74%
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
70 months through Jan. 31, 2026Volatility (ann.)
13.43%
Sharpe
0.81
Sortino
1.47
Max drawdown
-38.48%
Best month
16.80%
Worst month
-14.02%
Beta vs VTIAX
0.92
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.