Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.75%
3 year
17.86%
5 year
6.19%
10 year
9.65%
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.)
12.41%
Sharpe
1.29
Sortino
2.82
Max drawdown
-35.00%
Best month
13.14%
Worst month
-12.53%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.