Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.31%
3 year
23.20%
5 year
9.17%
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.)
14.40%
Sharpe
1.54
Sortino
3.20
Max drawdown
-34.01%
Best month
13.50%
Worst month
-13.02%
Beta vs VTIAX
0.84
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.