Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.87%
3 year
17.77%
5 year
8.03%
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.)
11.29%
Sharpe
1.55
Sortino
3.17
Max drawdown
-27.61%
Best month
11.40%
Worst month
-11.84%
Beta vs VTIAX
0.71
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.