Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.02%
3 year
17.04%
5 year
8.67%
10 year
7.73%
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 Dec. 31, 2025Volatility (ann.)
11.89%
Sharpe
1.43
Sortino
2.81
Max drawdown
-27.30%
Best month
13.34%
Worst month
-14.13%
Beta vs VTIAX
0.96
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.