Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.74%
3 year
—
5 year
—
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
32 months through Jan. 31, 2026Volatility (ann.)
13.58%
Sharpe
1.60
Sortino
3.27
Max drawdown
-13.02%
Best month
8.44%
Worst month
-6.69%
Beta vs VTIAX
1.01
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.