Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.68%
3 year
12.81%
5 year
4.18%
10 year
7.16%
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 Jan. 31, 2026Volatility (ann.)
13.73%
Sharpe
0.82
Sortino
1.39
Max drawdown
-33.54%
Best month
14.39%
Worst month
-9.85%
Beta vs VTIAX
1.10
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.