Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.96%
3 year
16.36%
5 year
4.81%
10 year
7.71%
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.)
13.61%
Sharpe
1.20
Sortino
2.33
Max drawdown
-34.05%
Best month
14.72%
Worst month
-19.19%
Beta vs VTIAX
0.98
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.