Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
65.26%
3 year
34.78%
5 year
21.63%
10 year
10.75%
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.)
15.42%
Sharpe
1.99
Sortino
4.51
Max drawdown
-34.68%
Best month
28.67%
Worst month
-24.33%
Beta vs VTIAX
1.02
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.