Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
46.47%
3 year
22.29%
5 year
11.37%
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.)
11.24%
Sharpe
2.08
Sortino
4.94
Max drawdown
-28.74%
Best month
14.67%
Worst month
-13.87%
Beta vs VTIAX
0.91
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.