Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.33%
3 year
18.87%
5 year
9.83%
10 year
—
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.)
11.51%
Sharpe
1.57
Sortino
3.12
Max drawdown
-29.30%
Best month
13.22%
Worst month
-11.33%
Beta vs VTIAX
0.96
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.