Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.90%
3 year
17.06%
5 year
6.63%
10 year
8.19%
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.)
11.59%
Sharpe
1.37
Sortino
2.62
Max drawdown
-33.72%
Best month
12.39%
Worst month
-12.90%
Beta vs VTIAX
0.96
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.